+71.6%
CRH vs VIG
+55.8%
+15.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | -0.1% |
| 7D | -6.1% | -1.1% | -5.0% | -4.4% |
| 30D | -9.3% | -2.7% | -6.5% | -5.2% |
| 3M | -15.2% | +2.5% | -17.7% | -18.3% |
| 6M | -14.2% | +9.2% | -23.4% | -24.6% |
| YTD | -28.3% | +9.8% | -38.1% | -37.2% |
| 1Y | -21.8% | +12.4% | -34.2% | -33.8% |
| 3Y | +71.6% | +55.9% | +15.7% | -5.6% |
| All | +71.6% | +55.8% | +15.8% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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