+1,417.1%
CRS vs VT
+374.2%
+1,042.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.8% |
| 6M | +15.4% | +12.0% | +3.4% | -1.8% |
| YTD | +51.2% | +15.3% | +35.9% | +22.9% |
| 1Y | +98.3% | +22.6% | +75.7% | +47.6% |
| 3Y | +651.5% | +74.7% | +576.9% | +237.4% |
| 5Y | +1,411.1% | +66.1% | +1,345.0% | +648.3% |
| 10Y | +1,424.3% | +225.0% | +1,199.3% | +230.5% |
| All | +1,417.1% | +374.2% | +1,042.9% | +128.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling