+98.3%
CRS vs VYM
+21.4%
+76.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.4% |
| 7D | -0.2% | 0.0% | -0.2% | -0.3% |
| 30D | -16.6% | -0.5% | -16.1% | -15.8% |
| 3M | -3.5% | +3.0% | -6.5% | -8.8% |
| 6M | +15.4% | +8.2% | +7.2% | -1.8% |
| YTD | +51.2% | +15.8% | +35.4% | +15.4% |
| 1Y | +98.3% | +20.8% | +77.4% | +39.0% |
| All | +98.3% | +21.4% | +76.8% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling