-25.3%
CRVS vs VT
+239.3%
-264.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +0.9% | +2.4% | -1.4% | -1.4% |
| 30D | +13.4% | -1.5% | +14.9% | +15.8% |
| 3M | -29.7% | -4.1% | -25.6% | -26.1% |
| 6M | -32.8% | +0.6% | -33.4% | -32.7% |
| YTD | +38.2% | +11.0% | +27.1% | +24.3% |
| 1Y | +33.0% | +13.3% | +19.7% | +16.9% |
| 3Y | +700.0% | +73.4% | +626.6% | +368.1% |
| 5Y | +152.1% | +57.4% | +94.7% | +64.1% |
| 10Y | -33.3% | +221.7% | -255.0% | -76.0% |
| All | -25.3% | +239.3% | -264.6% | -74.5% |
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