+2,260.0%
VGT vs CRS
+4,104.5%
-1,844.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | -0.5% | +2.0% | +1.6% |
| 30D | +0.5% | -18.1% | +18.6% | +5.9% |
| 3M | +5.3% | -12.4% | +17.7% | +8.6% |
| 6M | +32.4% | +15.9% | +16.5% | +26.1% |
| YTD | +28.6% | +45.8% | -17.2% | +14.5% |
| 1Y | +37.6% | +87.8% | -50.1% | +13.3% |
| 3Y | +125.5% | +648.7% | -523.2% | +23.8% |
| 5Y | +135.2% | +1,416.6% | -1,281.4% | +2.5% |
| 10Y | +812.9% | +1,412.7% | -599.8% | +242.4% |
| All | +2,260.0% | +4,104.5% | -1,844.5% | +467.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling