-87.7%
CRGO vs VT
+60.3%
-148.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.5% |
| 7D | -7.0% | -2.0% | -5.0% | -5.5% |
| 30D | -4.0% | -1.4% | -2.6% | -2.9% |
| 3M | -29.8% | +4.7% | -34.6% | -32.2% |
| 6M | -0.8% | +11.4% | -12.2% | -8.5% |
| YTD | -47.4% | +13.1% | -60.4% | -51.8% |
| 1Y | -62.0% | +19.0% | -81.0% | -66.3% |
| 3Y | -54.4% | +73.9% | -128.3% | -64.7% |
| All | -87.7% | +60.3% | -148.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling