+10.2%
CRM vs VCIT
+19.1%
-8.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -5.0% | -0.2% | -4.8% | -4.9% |
| 30D | +23.6% | -0.5% | +24.1% | +24.0% |
| 3M | +39.6% | -0.9% | +40.5% | +40.3% |
| 6M | +23.4% | -1.9% | +25.4% | +24.8% |
| YTD | -7.4% | -1.0% | -6.4% | -7.0% |
| 1Y | -2.3% | +0.2% | -2.6% | -2.7% |
| All | +10.2% | +19.1% | -8.9% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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