+1,444.5%
CRS vs VT
+66.2%
+1,378.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.2% | +0.4% | -0.7% | -0.9% |
| 30D | -16.6% | +1.0% | -17.6% | -17.8% |
| 3M | -3.5% | +2.4% | -5.8% | -6.9% |
| 6M | +15.4% | +12.0% | +3.4% | -2.3% |
| YTD | +51.2% | +15.3% | +35.9% | +22.0% |
| 1Y | +98.3% | +22.6% | +75.7% | +46.2% |
| 3Y | +651.5% | +74.7% | +576.9% | +233.9% |
| All | +1,444.5% | +66.2% | +1,378.3% | +646.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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