-28.6%
CRCT vs VT
+79.6%
-108.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.1% |
| 7D | -1.5% | +2.4% | -3.8% | -3.9% |
| 30D | +33.3% | -1.5% | +34.8% | +35.5% |
| 3M | +45.9% | -4.1% | +50.0% | +52.3% |
| 6M | +124.6% | +0.6% | +124.1% | +121.8% |
| YTD | +82.5% | +11.0% | +71.4% | +61.7% |
| 1Y | +95.1% | +13.3% | +81.7% | +68.7% |
| 3Y | +51.2% | +73.4% | -22.2% | -16.3% |
| 5Y | -47.1% | +57.4% | -104.5% | -65.6% |
| All | -28.6% | +79.6% | -108.2% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling