+82.7%
CRS vs VCLT
-4.4%
+87.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | -6.8% | -1.4% | -5.4% | -4.8% |
| 30D | -16.1% | -1.2% | -15.0% | -14.6% |
| 3M | -21.2% | -4.8% | -16.4% | -14.7% |
| 6M | +8.7% | -2.6% | +11.3% | +14.4% |
| YTD | +41.0% | -3.3% | +44.3% | +49.3% |
| 1Y | +82.7% | -4.8% | +87.5% | +90.2% |
| All | +82.7% | -4.4% | +87.0% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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