+66.1%
CRTC vs VT
+71.0%
-4.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.1% |
| 7D | -0.3% | -0.7% | +0.4% | +0.4% |
| 30D | -4.6% | -1.7% | -2.9% | -2.8% |
| 3M | -1.9% | -2.3% | +0.4% | +0.5% |
| 6M | +5.8% | +1.5% | +4.3% | +4.2% |
| YTD | +10.6% | +12.0% | -1.4% | -1.8% |
| 1Y | +9.8% | +12.9% | -3.1% | -3.3% |
| All | +66.1% | +71.0% | -4.9% | -3.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling