-0.8%
CRM vs VTRS
+47.1%
-47.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | -4.4% | -2.2% | -2.2% | -3.9% |
| 30D | +28.1% | +3.3% | +24.8% | +27.1% |
| 3M | +48.8% | +2.0% | +46.8% | +48.2% |
| 6M | +28.3% | +19.9% | +8.3% | +22.6% |
| YTD | -6.0% | +35.7% | -41.7% | -13.3% |
| 1Y | +1.4% | +68.1% | -66.7% | -11.5% |
| 3Y | +11.8% | +87.1% | -75.2% | -7.9% |
| All | -0.8% | +47.1% | -47.9% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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