+40.6%
CRL vs VEU
+77.0%
-36.5%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.3% |
| 7D | -0.6% | +1.7% | -2.2% | -2.3% |
| 30D | +5.0% | +1.0% | +4.0% | +3.9% |
| 3M | +50.6% | +5.6% | +45.0% | +41.2% |
| 6M | +60.9% | +13.7% | +47.3% | +37.4% |
| YTD | +40.7% | +17.7% | +23.0% | +14.3% |
| 1Y | +73.3% | +25.8% | +47.5% | +29.6% |
| 3Y | +40.6% | +77.1% | -36.6% | -34.9% |
| All | +40.6% | +77.0% | -36.5% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling