-56.2%
CRGO vs VT
+74.2%
-130.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.3% |
| 7D | -2.5% | -0.1% | -2.3% | -2.1% |
| 30D | -7.8% | -0.7% | -7.1% | -6.7% |
| 3M | -30.4% | +4.0% | -34.4% | -34.6% |
| 6M | -4.8% | +12.3% | -17.1% | -20.9% |
| YTD | -47.8% | +14.0% | -61.8% | -57.4% |
| 1Y | -62.7% | +20.3% | -83.0% | -71.9% |
| All | -56.2% | +74.2% | -130.4% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling