-66.6%
CRNC vs VT
+142.9%
-209.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.7% | +2.9% |
| 7D | -0.2% | -1.1% | +0.9% | +1.9% |
| 30D | -1.5% | -1.0% | -0.5% | +0.4% |
| 3M | -21.2% | +3.2% | -24.4% | -24.7% |
| 6M | +21.4% | +12.5% | +8.9% | +0.3% |
| YTD | -20.4% | +14.1% | -34.5% | -35.1% |
| 1Y | -13.4% | +18.9% | -32.3% | -34.1% |
| 3Y | -63.1% | +74.1% | -137.2% | -83.3% |
| 5Y | -91.5% | +66.9% | -158.4% | -95.7% |
| All | -66.6% | +142.9% | -209.5% | -89.4% |
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