+648.9%
CRS vs VO
+57.7%
+591.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -2.6% |
| 7D | -3.1% | +0.6% | -3.7% | -4.0% |
| 30D | -19.6% | -1.1% | -18.5% | -18.2% |
| 3M | -8.1% | +4.5% | -12.6% | -14.3% |
| 6M | +18.6% | +11.1% | +7.5% | +1.0% |
| YTD | +45.9% | +13.5% | +32.3% | +19.7% |
| 1Y | +82.5% | +14.5% | +68.0% | +48.3% |
| 3Y | +648.9% | +58.1% | +590.8% | +303.9% |
| All | +648.9% | +57.7% | +591.1% | +303.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling