+19.9%
VGT vs CRS
-3.8%
+23.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.6% |
| 7D | -6.5% | +4.3% | -10.8% | -7.4% |
| 30D | -10.6% | -25.5% | +14.9% | -5.2% |
| 3M | -3.7% | -48.7% | +45.0% | +10.9% |
| 6M | +10.4% | -31.6% | +42.0% | +20.1% |
| YTD | +23.1% | -7.0% | +30.1% | +27.2% |
| 1Y | +19.9% | -4.5% | +24.4% | +23.0% |
| All | +19.9% | -3.8% | +23.7% | +23.0% |
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