-95.7%
CRK vs VT
+357.8%
-453.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.5% |
| 7D | +13.1% | +2.9% | +10.3% | +8.7% |
| 30D | +6.2% | -2.5% | +8.7% | +9.5% |
| 3M | +8.3% | -3.3% | +11.6% | +12.5% |
| 6M | +2.4% | +1.5% | +0.8% | -2.0% |
| YTD | -35.0% | +11.4% | -46.3% | -47.0% |
| 1Y | -40.2% | +11.9% | -52.2% | -51.7% |
| 3Y | +40.6% | +73.9% | -33.2% | -39.8% |
| 5Y | +71.7% | +57.9% | +13.8% | -14.3% |
| 10Y | +93.2% | +222.6% | -129.5% | -69.8% |
| All | -95.7% | +357.8% | -453.5% | -99.6% |
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