-42.4%
CRMD vs VT
+224.4%
-266.7%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -2.9% |
| 7D | -6.4% | -0.7% | -5.7% | -5.3% |
| 30D | -29.0% | -1.7% | -27.2% | -26.6% |
| 3M | -27.4% | -2.3% | -25.1% | -24.6% |
| 6M | -30.8% | +1.5% | -32.3% | -32.1% |
| YTD | -54.4% | +12.0% | -66.5% | -60.9% |
| 1Y | -52.6% | +12.9% | -65.5% | -59.7% |
| 3Y | +64.6% | +74.9% | -10.4% | -24.6% |
| 5Y | +0.4% | +59.9% | -59.5% | -46.4% |
| 10Y | -42.4% | +224.6% | -267.0% | -88.0% |
| All | -42.4% | +224.4% | -266.7% | -88.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling