+948.7%
VTI vs CRS
+4,677.2%
-3,728.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.4% | -0.5% | +0.2% | -0.2% |
| 30D | -1.6% | -18.1% | +16.5% | +3.4% |
| 3M | +3.6% | -12.4% | +16.0% | +6.5% |
| 6M | +13.0% | +15.9% | -2.9% | +7.4% |
| YTD | +12.7% | +45.8% | -33.1% | +0.3% |
| 1Y | +18.4% | +87.8% | -69.4% | -2.6% |
| 3Y | +76.4% | +648.7% | -572.3% | -3.4% |
| 5Y | +73.7% | +1,416.6% | -1,342.9% | -24.8% |
| 10Y | +302.5% | +1,412.7% | -1,110.2% | +50.3% |
| All | +948.7% | +4,677.2% | -3,728.5% | +138.8% |
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