+604.8%
CRS vs VTEB
+8.6%
+596.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.4% |
| 7D | -6.8% | -0.9% | -5.8% | -6.2% |
| 30D | -16.1% | -2.5% | -13.6% | -14.7% |
| 3M | -21.2% | -3.0% | -18.2% | -19.6% |
| 6M | +8.7% | -2.1% | +10.8% | +10.5% |
| YTD | +41.0% | -1.5% | +42.5% | +43.1% |
| 1Y | +82.7% | +0.2% | +82.5% | +84.6% |
| 3Y | +604.8% | +8.6% | +596.2% | +532.7% |
| All | +604.8% | +8.6% | +596.2% | +532.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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