+82.7%
CRS vs VIG
+13.0%
+69.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -2.4% |
| 7D | -6.8% | -1.1% | -5.7% | -4.9% |
| 30D | -16.1% | -2.7% | -13.4% | -11.7% |
| 3M | -21.2% | +2.5% | -23.7% | -25.1% |
| 6M | +8.7% | +9.2% | -0.5% | -9.2% |
| YTD | +41.0% | +9.8% | +31.1% | +14.9% |
| 1Y | +82.7% | +12.4% | +70.3% | +40.9% |
| All | +82.7% | +13.0% | +69.6% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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