+34.6%
CRK vs VT
+74.4%
-39.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +5.1% |
| 7D | +4.2% | -0.1% | +4.3% | +4.1% |
| 30D | +5.2% | -3.1% | +8.2% | +7.4% |
| 3M | +0.4% | -3.5% | +3.9% | +2.7% |
| 6M | +2.3% | +0.5% | +1.8% | +0.8% |
| YTD | -37.8% | +10.8% | -48.6% | -45.3% |
| 1Y | -39.0% | +11.9% | -50.9% | -47.1% |
| 3Y | +34.6% | +73.0% | -38.4% | -38.8% |
| All | +34.6% | +74.4% | -39.9% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling