+376.8%
V vs CRL
+241.6%
+135.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.0% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +1.9% | +5.0% | -3.1% | +0.4% |
| 3M | +15.5% | +50.6% | -35.1% | +2.1% |
| 6M | +16.6% | +60.9% | -44.3% | -0.3% |
| YTD | +5.7% | +40.7% | -35.0% | -6.4% |
| 1Y | +8.6% | +73.3% | -64.8% | -10.6% |
| 3Y | +52.5% | +40.6% | +11.9% | +25.1% |
| 5Y | +67.1% | -37.0% | +104.1% | +85.4% |
| 10Y | +376.8% | +244.3% | +132.5% | +141.0% |
| All | +376.8% | +241.6% | +135.2% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CRL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling