-10.0%
CRS vs VO
+14.1%
-24.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +4.8% | +3.1% | +1.7% | -0.4% |
| 30D | -23.2% | +2.2% | -25.4% | -25.8% |
| 3M | -45.5% | -2.5% | -43.0% | -42.8% |
| 6M | -33.1% | +7.0% | -40.1% | -40.4% |
| YTD | -7.2% | +14.0% | -21.2% | -26.2% |
| 1Y | -10.0% | +15.6% | -25.7% | -29.6% |
| All | -10.0% | +14.1% | -24.1% | -29.6% |
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