+29.3%
CRUS vs VT
+66.2%
-36.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.5% |
| 7D | +1.5% | +1.0% | +0.5% | +0.2% |
| 30D | -11.3% | -0.2% | -11.1% | -11.0% |
| 3M | -33.1% | +4.5% | -37.7% | -36.9% |
| 6M | -15.0% | +14.1% | -29.1% | -28.6% |
| YTD | -6.5% | +14.8% | -21.3% | -22.4% |
| 1Y | -5.7% | +21.2% | -26.9% | -27.1% |
| 3Y | +50.7% | +76.6% | -25.9% | -26.9% |
| 5Y | +29.3% | +66.6% | -37.3% | -31.5% |
| All | +29.3% | +66.2% | -36.9% | -31.5% |
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