-99.7%
CRDF vs VT
+223.7%
-323.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -3.4% |
| 7D | -4.8% | +0.4% | -5.1% | -4.8% |
| 30D | -25.9% | -2.6% | -23.3% | -22.9% |
| 3M | -19.2% | -3.2% | -16.0% | -15.7% |
| 6M | -51.2% | +0.9% | -52.2% | -51.8% |
| YTD | -71.5% | +11.3% | -82.8% | -75.1% |
| 1Y | -63.5% | +14.0% | -77.5% | -68.9% |
| 3Y | -18.4% | +75.8% | -94.2% | -57.4% |
| 5Y | -86.4% | +57.8% | -144.2% | -91.6% |
| 10Y | -99.7% | +219.8% | -319.5% | -99.9% |
| All | -99.7% | +223.7% | -323.4% | -99.9% |
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 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