-27.5%
CRCT vs VT
+75.5%
-103.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.3% |
| 7D | +44.4% | -2.3% | +46.7% | +48.2% |
| 30D | +38.1% | -5.0% | +43.0% | +45.6% |
| 3M | +44.6% | -4.9% | +49.5% | +52.2% |
| 6M | +102.3% | -1.5% | +103.9% | +104.1% |
| YTD | +85.2% | +8.5% | +76.7% | +68.2% |
| 1Y | +91.4% | +11.4% | +80.0% | +68.6% |
| 3Y | +38.3% | +70.1% | -31.8% | -21.9% |
| 5Y | -53.3% | +53.7% | -107.1% | -68.9% |
| All | -27.5% | +75.5% | -103.0% | -57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling