-10.8%
CRM vs VT
+11.9%
-22.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -2.2% | +2.9% | -5.1% | -2.5% |
| 30D | -8.6% | -2.5% | -6.1% | -8.4% |
| 3M | +12.7% | -3.3% | +16.1% | +13.0% |
| 6M | +27.6% | +1.5% | +26.0% | +27.7% |
| YTD | -17.3% | +11.4% | -28.7% | -19.8% |
| 1Y | -10.8% | +11.9% | -22.7% | -13.8% |
| All | -10.8% | +11.9% | -22.7% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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