-62.2%
CRWU vs VT
+23.3%
-85.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | 0.0% | +10.8% | +10.9% |
| 7D | +11.5% | +0.4% | +11.1% | +8.8% |
| 30D | -8.4% | +1.0% | -9.3% | -11.1% |
| 3M | -48.6% | +2.4% | -51.0% | -50.0% |
| 6M | -22.7% | +12.0% | -34.7% | -53.7% |
| YTD | -23.5% | +15.3% | -38.8% | -59.1% |
| 1Y | -62.2% | +22.6% | -84.8% | -82.9% |
| All | -62.2% | +23.3% | -85.5% | -82.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling