-28.4%
CRCT vs VT
+79.2%
-107.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | +45.2% | -0.1% | +45.4% | +45.6% |
| 30D | +35.7% | -3.1% | +38.7% | +40.1% |
| 3M | +46.9% | -3.5% | +50.4% | +52.3% |
| 6M | +106.3% | +0.5% | +105.8% | +103.7% |
| YTD | +82.9% | +10.8% | +72.1% | +62.4% |
| 1Y | +89.4% | +11.9% | +77.5% | +66.1% |
| 3Y | +52.4% | +73.0% | -20.6% | -15.5% |
| 5Y | -55.4% | +58.6% | -114.0% | -71.4% |
| All | -28.4% | +79.2% | -107.6% | -58.6% |
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