+214.7%
CRI vs VT
+374.2%
-159.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +0.8% | +0.4% | +0.3% | +0.4% |
| 30D | -15.4% | +1.0% | -16.3% | -16.1% |
| 3M | -11.4% | +2.4% | -13.8% | -13.4% |
| 6M | -2.6% | +12.0% | -14.6% | -12.0% |
| YTD | +5.7% | +15.3% | -9.6% | -6.9% |
| 1Y | +20.8% | +22.6% | -1.8% | +1.3% |
| 3Y | -46.3% | +74.7% | -121.0% | -66.6% |
| 5Y | -59.4% | +66.1% | -125.5% | -73.4% |
| 10Y | -53.5% | +225.0% | -278.5% | -81.7% |
| All | +214.7% | +374.2% | -159.5% | +0.6% |
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 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