-67.6%
CRNC vs VT
+144.4%
-212.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.2% |
| 7D | -1.9% | +1.0% | -2.9% | -3.7% |
| 30D | -9.7% | -0.2% | -9.4% | -9.2% |
| 3M | -25.2% | +4.5% | -29.7% | -30.2% |
| 6M | +12.7% | +14.1% | -1.4% | -9.3% |
| YTD | -22.7% | +14.8% | -37.5% | -37.8% |
| 1Y | -12.6% | +21.2% | -33.8% | -35.7% |
| 3Y | -64.6% | +76.6% | -141.2% | -84.4% |
| 5Y | -92.1% | +66.6% | -158.7% | -96.0% |
| All | -67.6% | +144.4% | -212.0% | -89.9% |
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