-20.2%
CRVS vs VT
+226.9%
-247.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.1% | -2.0% |
| 7D | -11.7% | -2.0% | -9.7% | -9.7% |
| 30D | -12.2% | -1.4% | -10.7% | -10.7% |
| 3M | +15.9% | +4.7% | +11.2% | +10.5% |
| 6M | -22.9% | +11.4% | -34.2% | -30.5% |
| YTD | +68.1% | +13.1% | +55.0% | +47.3% |
| 1Y | +118.2% | +19.0% | +99.2% | +80.7% |
| 3Y | +639.4% | +73.9% | +565.5% | +325.5% |
| 5Y | +421.8% | +65.4% | +356.4% | +218.2% |
| All | -20.2% | +226.9% | -247.1% | -72.8% |
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