+81.8%
CRS vs VO
+12.4%
+69.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -0.6% |
| 7D | -4.1% | -2.5% | -1.6% | +0.3% |
| 30D | -16.6% | -3.2% | -13.3% | -11.4% |
| 3M | -14.3% | +3.9% | -18.2% | -19.8% |
| 6M | +11.6% | +9.6% | +1.9% | -5.0% |
| YTD | +42.6% | +11.6% | +31.0% | +17.0% |
| 1Y | +81.8% | +12.6% | +69.2% | +50.4% |
| All | +81.8% | +12.4% | +69.4% | +50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling