+1,401.6%
CRS vs VEU
+53.0%
+1,348.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -0.5% |
| 7D | -4.1% | -1.9% | -2.2% | -1.5% |
| 30D | -16.6% | -0.7% | -15.9% | -15.8% |
| 3M | -14.3% | +4.9% | -19.1% | -19.7% |
| 6M | +11.6% | +9.8% | +1.7% | -1.6% |
| YTD | +42.6% | +15.3% | +27.3% | +17.0% |
| 1Y | +81.8% | +23.0% | +58.8% | +36.5% |
| 3Y | +632.1% | +73.5% | +558.6% | +238.1% |
| 5Y | +1,401.6% | +54.5% | +1,347.2% | +728.7% |
| All | +1,401.6% | +53.0% | +1,348.6% | +728.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling