-99.3%
CRDF vs VT
+374.2%
-473.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +16.0% | +0.4% | +15.5% | +15.6% |
| 30D | +13.5% | +1.0% | +12.6% | +12.8% |
| 3M | -29.7% | +2.4% | -32.1% | -30.7% |
| 6M | -44.9% | +12.0% | -57.0% | -48.3% |
| YTD | -61.2% | +15.3% | -76.5% | -64.2% |
| 1Y | -48.8% | +22.6% | -71.4% | -54.3% |
| 3Y | -41.1% | +74.7% | -115.8% | -55.6% |
| 5Y | -85.6% | +66.1% | -151.8% | -88.6% |
| 10Y | -99.7% | +225.0% | -324.7% | -99.8% |
| All | -99.3% | +374.2% | -473.5% | -99.5% |
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