+1,799.5%
CRUS vs VT
+374.2%
+1,425.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +4.4% | +0.4% | +3.9% | +3.8% |
| 30D | -12.5% | +1.0% | -13.5% | -13.5% |
| 3M | -35.5% | +2.4% | -37.9% | -37.2% |
| 6M | -17.9% | +12.0% | -29.9% | -28.5% |
| YTD | -4.5% | +15.3% | -19.8% | -20.1% |
| 1Y | -1.8% | +22.6% | -24.4% | -23.6% |
| 3Y | +36.5% | +74.7% | -38.1% | -29.6% |
| 5Y | +35.4% | +66.1% | -30.8% | -25.2% |
| 10Y | +117.1% | +225.0% | -107.9% | -42.8% |
| All | +1,799.5% | +374.2% | +1,425.3% | +146.5% |
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 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