-24.5%
CRM vs VG
-38.0%
+13.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.1% | -6.0% | -4.0% |
| 7D | -3.5% | -2.5% | -1.0% | -3.4% |
| 30D | +29.3% | +11.1% | +18.2% | +28.7% |
| 3M | +36.8% | +14.9% | +21.9% | +35.6% |
| 6M | +23.9% | +18.4% | +5.5% | +21.7% |
| YTD | -5.5% | +116.6% | -122.1% | -11.0% |
| 1Y | -0.4% | +9.4% | -9.8% | -1.6% |
| All | -24.5% | -38.0% | +13.5% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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