-96.6%
CRMX vs VT
+8.2%
-104.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -0.6% | -10.6% | -6.2% |
| 7D | -9.9% | +2.9% | -12.8% | -30.4% |
| 30D | -43.5% | -2.5% | -41.0% | -26.0% |
| 3M | -57.4% | -3.3% | -54.0% | -33.8% |
| 6M | -89.5% | +1.5% | -91.1% | -87.4% |
| All | -96.6% | +8.2% | -104.8% | -97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling