-39.0%
CRPT vs VT
+65.5%
-104.6%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.1% |
| 7D | -7.8% | +2.4% | -10.1% | -13.5% |
| 30D | -20.4% | -1.5% | -18.9% | -16.8% |
| 3M | -1.8% | -4.1% | +2.3% | +11.1% |
| 6M | -27.8% | +0.6% | -28.4% | -27.8% |
| YTD | -25.7% | +11.0% | -36.8% | -42.0% |
| 1Y | -35.5% | +13.3% | -48.8% | -52.3% |
| 3Y | +93.2% | +73.4% | +19.8% | -50.4% |
| 5Y | -56.3% | +57.4% | -113.8% | -82.2% |
| All | -39.0% | +65.5% | -104.6% | -77.7% |
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