+1,604.9%
CRS vs ROIV
+298.2%
+1,306.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -0.5% | +22.3% | -22.9% | -3.4% |
| 30D | -18.1% | +16.9% | -34.9% | -20.0% |
| 3M | -12.4% | +43.9% | -56.4% | -16.7% |
| 6M | +15.9% | +41.6% | -25.7% | +10.3% |
| YTD | +45.8% | +92.7% | -46.8% | +33.1% |
| 1Y | +87.8% | +210.2% | -122.4% | +61.8% |
| 3Y | +648.7% | +231.8% | +416.9% | +531.2% |
| 5Y | +1,416.6% | +319.8% | +1,096.8% | +1,050.1% |
| All | +1,604.9% | +298.2% | +1,306.7% | +1,171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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