+121.1%
CRMD vs VT
+76.6%
+44.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | -2.4% | +1.0% | -3.4% | -3.4% |
| 30D | +9.9% | -0.2% | +10.2% | +10.2% |
| 3M | -4.2% | +4.5% | -8.8% | -9.1% |
| 6M | +26.6% | +14.1% | +12.6% | +9.0% |
| YTD | -29.7% | +14.8% | -44.4% | -39.6% |
| 1Y | -35.8% | +21.2% | -57.0% | -47.9% |
| 3Y | +121.1% | +76.6% | +44.5% | +9.0% |
| All | +121.1% | +76.6% | +44.5% | +9.0% |
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 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