+83.5%
CRL vs VO
+16.3%
+67.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.9% | -8.1% | -8.5% |
| 7D | -12.8% | +1.0% | -13.7% | -14.1% |
| 30D | +5.0% | +2.6% | +2.4% | +0.9% |
| 3M | +39.4% | -0.3% | +39.6% | +39.9% |
| 6M | +89.4% | +7.6% | +81.8% | +67.7% |
| YTD | +63.6% | +14.7% | +48.8% | +31.3% |
| 1Y | +83.5% | +16.4% | +67.0% | +44.7% |
| All | +83.5% | +16.3% | +67.2% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling