-43.8%
CRMD vs VT
+439.3%
-483.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.6% | +0.4% | +1.1% | +1.1% |
| 30D | +13.8% | +1.0% | +12.8% | +12.7% |
| 3M | -1.3% | +2.4% | -3.7% | -3.8% |
| 6M | +18.4% | +12.0% | +6.4% | +5.9% |
| YTD | -27.5% | +15.3% | -42.9% | -36.9% |
| 1Y | -34.1% | +22.6% | -56.7% | -45.8% |
| 3Y | +104.1% | +74.7% | +29.4% | +20.3% |
| 5Y | +30.5% | +66.1% | -35.6% | -17.9% |
| 10Y | -7.9% | +225.0% | -232.9% | -62.3% |
| All | -43.8% | +439.3% | -483.1% | -75.8% |
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