-85.3%
CREX vs VT
+217.6%
-302.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -1.9% | -0.1% | -1.7% | -1.6% |
| 30D | -10.9% | -3.1% | -7.9% | -8.4% |
| 3M | -29.1% | -3.5% | -25.6% | -26.8% |
| 6M | -43.0% | +0.5% | -43.5% | -43.3% |
| YTD | -18.8% | +10.8% | -29.6% | -25.7% |
| 1Y | -24.3% | +11.9% | -36.2% | -31.4% |
| 3Y | +2.9% | +73.0% | -70.1% | -33.6% |
| 5Y | -53.8% | +58.6% | -112.4% | -68.2% |
| 10Y | -85.3% | +219.2% | -304.5% | -90.6% |
| All | -85.3% | +217.6% | -302.9% | -90.6% |
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 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