-30.0%
CRMG vs VT
+50.0%
-80.0%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.6% |
| 7D | -9.1% | -1.1% | -8.0% | -7.8% |
| 30D | +55.4% | -1.0% | +56.4% | +57.6% |
| 3M | +97.4% | +3.2% | +94.3% | +89.1% |
| 6M | +34.0% | +12.5% | +21.5% | +10.1% |
| YTD | -32.5% | +14.1% | -46.5% | -46.3% |
| 1Y | -26.6% | +18.9% | -45.5% | -46.7% |
| All | -30.0% | +50.0% | -80.0% | -71.2% |
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