+20.0%
CRVL vs VT
+66.2%
-46.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | -3.0% | +1.0% | -4.0% | -3.6% |
| 30D | +8.2% | -0.2% | +8.4% | +8.3% |
| 3M | +13.0% | +4.5% | +8.5% | +9.1% |
| 6M | +23.1% | +14.1% | +9.1% | +10.9% |
| YTD | 0.0% | +14.8% | -14.8% | -10.5% |
| 1Y | -25.1% | +21.2% | -46.3% | -36.0% |
| 3Y | 0.0% | +76.6% | -76.6% | -36.3% |
| 5Y | +20.0% | +66.6% | -46.6% | -20.4% |
| All | +20.0% | +66.2% | -46.2% | -20.4% |
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