-30.8%
CRPT vs VT
+18.7%
-49.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | +0.2% |
| 7D | -7.9% | -2.0% | -5.9% | -3.0% |
| 30D | +28.0% | -1.4% | +29.5% | +33.3% |
| 3M | +15.0% | +4.7% | +10.2% | +3.3% |
| 6M | +12.3% | +11.4% | +0.9% | -12.8% |
| YTD | -3.3% | +13.1% | -16.3% | -27.2% |
| 1Y | -30.8% | +19.0% | -49.8% | -53.2% |
| All | -30.8% | +18.7% | -49.5% | -53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling