+843.0%
CRS vs VO
+38.4%
+804.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.3% | +0.7% |
| 7D | +4.4% | +0.2% | +4.1% | +4.3% |
| 30D | -19.1% | +2.0% | -21.2% | -21.2% |
| 3M | -43.2% | -0.3% | -42.9% | -42.8% |
| 6M | -28.9% | +7.3% | -36.2% | -35.4% |
| YTD | -3.0% | +15.0% | -18.0% | -19.7% |
| 1Y | -5.3% | +14.7% | -20.0% | -21.3% |
| 3Y | +363.5% | +67.3% | +296.2% | +138.6% |
| All | +843.0% | +38.4% | +804.6% | +499.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling