-87.0%
CRGO vs VT
+62.7%
-149.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +0.8% | +1.0% | -0.2% | 0.0% |
| 30D | 0.0% | -0.2% | +0.2% | +0.2% |
| 3M | -23.5% | +4.5% | -28.0% | -26.1% |
| 6M | -2.3% | +14.1% | -16.4% | -11.6% |
| YTD | -44.3% | +14.8% | -59.1% | -49.6% |
| 1Y | -59.7% | +21.2% | -80.9% | -64.8% |
| 3Y | -51.7% | +76.6% | -128.3% | -63.1% |
| All | -87.0% | +62.7% | -149.7% | -90.1% |
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