-3.5%
CRM vs VT
+66.2%
-69.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.3% |
| 7D | -3.5% | +1.0% | -4.5% | -4.6% |
| 30D | +29.3% | -0.2% | +29.5% | +29.7% |
| 3M | +36.8% | +4.5% | +32.3% | +28.6% |
| 6M | +23.9% | +14.1% | +9.8% | +2.8% |
| YTD | -5.5% | +14.8% | -20.2% | -22.4% |
| 1Y | -0.4% | +21.2% | -21.6% | -24.3% |
| 3Y | +12.8% | +76.6% | -63.8% | -50.0% |
| 5Y | -3.5% | +66.6% | -70.1% | -50.4% |
| All | -3.5% | +66.2% | -69.7% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling