-54.2%
CRCT vs VT
+86.6%
-140.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.5% | +0.4% | -4.9% | -4.9% |
| 30D | -8.7% | +1.0% | -9.7% | -9.7% |
| 3M | +37.2% | +2.4% | +34.9% | +33.2% |
| 6M | +25.4% | +12.0% | +13.4% | +10.5% |
| YTD | +16.9% | +15.3% | +1.5% | -0.4% |
| 1Y | -1.3% | +22.6% | -23.9% | -21.2% |
| 3Y | -24.3% | +74.7% | -99.0% | -58.4% |
| 5Y | -73.1% | +66.1% | -139.3% | -83.8% |
| All | -54.2% | +86.6% | -140.8% | -74.6% |
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 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