+75.7%
VTI vs CRS
+612.2%
-536.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +2.0% | +1.0% |
| 7D | -0.9% | -6.8% | +5.9% | +0.3% |
| 30D | -1.4% | -16.1% | +14.7% | +1.5% |
| 3M | +3.6% | -21.2% | +24.8% | +7.6% |
| 6M | +13.6% | +8.7% | +4.9% | +10.9% |
| YTD | +12.9% | +41.0% | -28.1% | +4.9% |
| 1Y | +17.2% | +82.7% | -65.4% | +3.0% |
| 3Y | +75.7% | +604.8% | -529.1% | +23.6% |
| All | +75.7% | +612.2% | -536.6% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling