+99.2%
CRH vs VT
+65.7%
+33.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.6% |
| 7D | -3.6% | -0.1% | -3.4% | -3.4% |
| 30D | -10.8% | -0.7% | -10.2% | -10.0% |
| 3M | -13.5% | +4.0% | -17.5% | -17.9% |
| 6M | -15.4% | +12.3% | -27.7% | -27.4% |
| YTD | -27.6% | +14.0% | -41.6% | -39.0% |
| 1Y | -18.4% | +20.3% | -38.7% | -35.9% |
| 3Y | +72.5% | +75.4% | -2.9% | -15.4% |
| 5Y | +99.2% | +66.0% | +33.2% | +4.6% |
| All | +99.2% | +65.7% | +33.5% | +4.6% |
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