+1.0%
CRVS vs VT
+252.4%
-251.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +1.6% | +0.4% | +1.2% | +1.1% |
| 30D | +3.3% | +1.0% | +2.3% | +2.3% |
| 3M | +22.8% | +2.4% | +20.4% | +19.9% |
| 6M | -19.3% | +12.0% | -31.3% | -27.6% |
| YTD | +86.9% | +15.3% | +71.5% | +60.6% |
| 1Y | +151.1% | +22.6% | +128.6% | +101.9% |
| 3Y | +575.6% | +74.7% | +500.9% | +290.4% |
| 5Y | +417.6% | +66.1% | +351.5% | +216.3% |
| 10Y | +5.9% | +225.0% | -219.1% | -63.0% |
| All | +1.0% | +252.4% | -251.4% | -67.0% |
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