+354.1%
CRL vs VEU
+150.0%
+204.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | +8.9% | +2.4% | +6.5% | +6.1% |
| 30D | +14.0% | -2.0% | +16.0% | +16.5% |
| 3M | +19.8% | -5.1% | +25.0% | +27.1% |
| 6M | +102.0% | -0.7% | +102.7% | +101.8% |
| YTD | +70.8% | +11.0% | +59.8% | +49.3% |
| 1Y | +98.7% | +12.4% | +86.3% | +71.4% |
| 3Y | +98.2% | +69.8% | +28.4% | +6.6% |
| 5Y | -11.7% | +48.2% | -59.9% | -44.0% |
| All | +354.1% | +150.0% | +204.0% | +85.0% |
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