+368.8%
CRL vs VO
+197.5%
+171.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +2.0% | +1.3% |
| 7D | +4.4% | -0.1% | +4.5% | +4.5% |
| 30D | +17.1% | +0.5% | +16.6% | +16.4% |
| 3M | +32.1% | -1.0% | +33.1% | +33.9% |
| 6M | +98.9% | +6.4% | +92.5% | +84.4% |
| YTD | +77.1% | +13.6% | +63.5% | +52.6% |
| 1Y | +110.3% | +14.5% | +95.8% | +79.7% |
| 3Y | +108.5% | +67.2% | +41.3% | +17.8% |
| 5Y | -7.9% | +36.1% | -43.9% | -33.4% |
| All | +368.8% | +197.5% | +171.3% | +54.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling