-64.2%
CRMD vs VT
+418.0%
-482.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.4% |
| 7D | -3.4% | -0.1% | -3.3% | -3.1% |
| 30D | -27.2% | -3.1% | -24.2% | -24.5% |
| 3M | -28.7% | -3.5% | -25.2% | -25.7% |
| 6M | -32.2% | +0.5% | -32.7% | -32.3% |
| YTD | -53.8% | +10.8% | -64.6% | -57.9% |
| 1Y | -51.5% | +11.9% | -63.4% | -56.2% |
| 3Y | +66.8% | +73.0% | -6.2% | -0.4% |
| 5Y | +1.1% | +58.6% | -57.5% | -33.1% |
| 10Y | -41.9% | +219.2% | -261.1% | -75.3% |
| All | -64.2% | +418.0% | -482.2% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling