+612.8%
CRS vs VIG
+54.7%
+558.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.4% |
| 7D | -4.1% | -2.2% | -1.9% | -0.3% |
| 30D | -16.6% | -3.2% | -13.4% | -11.8% |
| 3M | -14.3% | +3.0% | -17.3% | -18.6% |
| 6M | +11.6% | +8.1% | +3.5% | -2.1% |
| YTD | +42.6% | +9.1% | +33.5% | +22.9% |
| 1Y | +81.8% | +12.6% | +69.2% | +48.9% |
| All | +612.8% | +54.7% | +558.1% | +271.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling