-11.2%
CRGY vs VT
+60.0%
-71.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +8.0% | +2.4% | +5.7% | +5.3% |
| 30D | -5.7% | -1.5% | -4.2% | -4.7% |
| 3M | +2.9% | -4.1% | +7.0% | +6.7% |
| 6M | -2.0% | +0.6% | -2.5% | -4.7% |
| YTD | +48.8% | +11.0% | +37.7% | +26.1% |
| 1Y | +38.0% | +13.3% | +24.7% | +13.8% |
| 3Y | +30.4% | +73.4% | -43.0% | -34.6% |
| All | -11.2% | +60.0% | -71.3% | -49.4% |
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