+801.7%
CRS vs VO
+197.6%
+604.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +4.8% | +3.1% | +1.7% | +0.1% |
| 30D | -23.2% | +2.2% | -25.4% | -25.5% |
| 3M | -45.5% | -2.5% | -43.0% | -43.1% |
| 6M | -33.1% | +7.0% | -40.1% | -39.5% |
| YTD | -7.2% | +14.0% | -21.2% | -23.7% |
| 1Y | -10.0% | +15.6% | -25.7% | -27.6% |
| 3Y | +332.3% | +66.2% | +266.1% | +102.3% |
| 5Y | +801.9% | +36.6% | +765.2% | +483.5% |
| All | +801.7% | +197.6% | +604.1% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling