+9.4%
VG vs CRS
+85.3%
-76.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.7% | +1.7% |
| 7D | -2.5% | -3.1% | +0.6% | -2.9% |
| 30D | +11.1% | -19.6% | +30.7% | +8.3% |
| 3M | +14.9% | -8.1% | +23.0% | +13.9% |
| 6M | +18.4% | +18.6% | -0.2% | +17.9% |
| YTD | +116.6% | +45.9% | +70.7% | +101.4% |
| 1Y | +9.4% | +82.5% | -73.1% | -3.9% |
| All | +9.4% | +85.3% | -76.0% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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