-11.2%
CRM vs VTI
+9.9%
-21.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.3% | -0.2% |
| 7D | -3.7% | -4.7% | +1.0% | -1.7% |
| 30D | -1.1% | -5.8% | +4.6% | +1.3% |
| 3M | +15.5% | -4.8% | +20.3% | +17.9% |
| 6M | +19.5% | +1.5% | +17.9% | +18.6% |
| YTD | -15.5% | +8.5% | -23.9% | -18.2% |
| 1Y | -11.2% | +9.4% | -20.7% | -15.1% |
| All | -11.2% | +9.9% | -21.1% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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