+12.8%
CRM vs VT
+76.6%
-63.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.4% |
| 7D | -3.5% | +1.0% | -4.5% | -4.3% |
| 30D | +29.3% | -0.2% | +29.5% | +29.6% |
| 3M | +36.8% | +4.5% | +32.3% | +30.7% |
| 6M | +23.9% | +14.1% | +9.8% | +7.1% |
| YTD | -5.5% | +14.8% | -20.2% | -19.0% |
| 1Y | -0.4% | +21.2% | -21.6% | -20.2% |
| 3Y | +12.8% | +76.6% | -63.8% | -43.2% |
| All | +12.8% | +76.6% | -63.8% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling