+240.5%
CRL vs VEU
+152.3%
+88.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -0.5% |
| 7D | -6.9% | -1.9% | -5.0% | -4.9% |
| 30D | -3.2% | -0.7% | -2.5% | -2.3% |
| 3M | +46.5% | +4.9% | +41.7% | +38.1% |
| 6M | +63.1% | +9.8% | +53.3% | +45.1% |
| YTD | +36.9% | +15.3% | +21.5% | +14.7% |
| 1Y | +78.1% | +23.0% | +55.1% | +38.8% |
| 3Y | +36.7% | +73.5% | -36.8% | -27.9% |
| 5Y | -38.1% | +54.5% | -92.6% | -62.5% |
| All | +240.5% | +152.3% | +88.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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