+245.6%
CRH vs VTV
+234.5%
+11.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.1% |
| 7D | -6.1% | -1.1% | -5.0% | -4.7% |
| 30D | -9.3% | -1.0% | -8.2% | -8.0% |
| 3M | -15.2% | +4.6% | -19.8% | -19.6% |
| 6M | -14.2% | +13.5% | -27.7% | -25.9% |
| YTD | -28.3% | +18.5% | -46.7% | -41.0% |
| 1Y | -21.8% | +22.9% | -44.7% | -38.4% |
| 3Y | +71.6% | +67.8% | +3.8% | -4.9% |
| 5Y | +96.6% | +81.8% | +14.8% | +0.9% |
| All | +245.6% | +234.5% | +11.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling