-99.5%
CRDF vs VT
+345.0%
-444.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -4.1% | -8.6% | -10.1% |
| 7D | -16.5% | -4.2% | -12.3% | -14.0% |
| 30D | -29.0% | -5.8% | -23.2% | -26.0% |
| 3M | -20.8% | -5.2% | -15.6% | -18.1% |
| 6M | -52.8% | +0.1% | -52.9% | -52.7% |
| YTD | -73.0% | +8.2% | -81.2% | -74.0% |
| 1Y | -66.1% | +10.1% | -76.2% | -67.7% |
| 3Y | -31.5% | +69.7% | -101.2% | -47.2% |
| 5Y | -86.9% | +53.4% | -140.2% | -89.1% |
| 10Y | -99.7% | +219.2% | -318.9% | -99.8% |
| All | -99.5% | +345.0% | -444.5% | -99.6% |
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