-9.0%
CRCT vs VT
+20.4%
-29.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | 0.0% |
| 7D | -5.7% | -0.1% | -5.6% | -5.6% |
| 30D | -8.0% | -0.7% | -7.3% | -7.6% |
| 3M | +26.3% | +4.0% | +22.3% | +22.7% |
| 6M | +35.8% | +12.3% | +23.5% | +23.2% |
| YTD | +14.5% | +14.0% | +0.5% | +1.6% |
| 1Y | -9.0% | +20.3% | -29.3% | -28.9% |
| All | -9.0% | +20.4% | -29.4% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling