+187.6%
CRVS vs VT
+57.0%
+130.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.6% |
| 7D | +0.9% | +2.4% | -1.4% | -1.9% |
| 30D | +13.4% | -1.5% | +14.9% | +16.2% |
| 3M | -29.7% | -4.1% | -25.6% | -25.4% |
| 6M | -32.8% | +0.6% | -33.4% | -32.7% |
| YTD | +38.2% | +11.0% | +27.1% | +20.8% |
| 1Y | +33.0% | +13.3% | +19.7% | +12.7% |
| 3Y | +700.0% | +73.4% | +626.6% | +298.5% |
| All | +187.6% | +57.0% | +130.5% | +78.4% |
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