+412.7%
CRVS vs VT
+65.7%
+347.0%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.6% |
| 7D | -6.1% | -0.1% | -6.0% | -5.9% |
| 30D | -3.0% | -0.7% | -2.3% | -2.1% |
| 3M | +19.3% | +4.0% | +15.3% | +14.2% |
| 6M | -16.1% | +12.3% | -28.4% | -25.8% |
| YTD | +73.1% | +14.0% | +59.1% | +48.1% |
| 1Y | +116.0% | +20.3% | +95.7% | +72.4% |
| 3Y | +661.7% | +75.4% | +586.3% | +306.8% |
| 5Y | +412.7% | +66.0% | +346.7% | +171.3% |
| All | +412.7% | +65.7% | +347.0% | +171.3% |
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