-97.7%
CRMT vs VT
+221.8%
-319.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | -34.7% | +2.4% | -37.1% | -37.3% |
| 30D | -30.9% | -1.5% | -29.4% | -31.0% |
| 3M | -69.6% | -4.1% | -65.5% | -68.3% |
| 6M | -92.2% | +0.6% | -92.8% | -92.2% |
| YTD | -96.3% | +11.0% | -107.3% | -96.7% |
| 1Y | -95.0% | +13.3% | -108.3% | -95.7% |
| 3Y | -98.7% | +73.4% | -172.1% | -99.4% |
| 5Y | -99.3% | +57.4% | -156.7% | -99.6% |
| All | -97.7% | +221.8% | -319.5% | -99.5% |
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