+986.3%
CRS vs VEU
+188.7%
+797.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +1.0% |
| 7D | -0.5% | +0.3% | -0.9% | -0.9% |
| 30D | -18.1% | +0.7% | -18.8% | -18.9% |
| 3M | -12.4% | +4.7% | -17.1% | -17.8% |
| 6M | +15.9% | +11.6% | +4.3% | +0.3% |
| YTD | +45.8% | +16.8% | +29.0% | +18.3% |
| 1Y | +87.8% | +24.9% | +62.9% | +39.3% |
| 3Y | +648.7% | +75.7% | +573.0% | +251.4% |
| 5Y | +1,416.6% | +56.1% | +1,360.5% | +754.9% |
| 10Y | +1,412.7% | +153.6% | +1,259.1% | +416.7% |
| All | +986.3% | +188.7% | +797.6% | +264.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling