+94.1%
CRH vs VTRS
+47.1%
+47.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -6.1% | -2.2% | -3.9% | -5.4% |
| 30D | -9.3% | +3.3% | -12.6% | -10.2% |
| 3M | -15.2% | +2.0% | -17.2% | -15.9% |
| 6M | -14.2% | +19.9% | -34.1% | -19.4% |
| YTD | -28.3% | +35.7% | -64.0% | -35.4% |
| 1Y | -21.8% | +68.1% | -89.9% | -34.6% |
| 3Y | +71.6% | +87.1% | -15.5% | +32.8% |
| All | +94.1% | +47.1% | +47.0% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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