+5.5%
CRGY vs VT
+62.9%
-57.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +2.1% |
| 7D | +3.2% | -2.0% | +5.2% | +5.5% |
| 30D | +17.2% | -1.4% | +18.6% | +18.8% |
| 3M | +24.3% | +4.7% | +19.6% | +16.6% |
| 6M | +25.4% | +11.4% | +14.1% | +7.0% |
| YTD | +76.9% | +13.1% | +63.8% | +48.2% |
| 1Y | +72.8% | +19.0% | +53.8% | +35.4% |
| 3Y | +25.4% | +73.9% | -48.5% | -36.9% |
| All | +5.5% | +62.9% | -57.4% | -40.6% |
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