+715.8%
VTV vs CRS
+4,104.5%
-3,388.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.7% | -0.5% | -0.1% | -0.5% |
| 30D | -0.5% | -18.1% | +17.6% | +4.4% |
| 3M | +5.3% | -12.4% | +17.7% | +8.1% |
| 6M | +12.9% | +15.9% | -3.1% | +7.2% |
| YTD | +18.5% | +45.8% | -27.4% | +5.5% |
| 1Y | +25.3% | +87.8% | -62.5% | +3.4% |
| 3Y | +68.2% | +648.7% | -580.5% | -8.1% |
| 5Y | +80.6% | +1,416.6% | -1,336.0% | -22.5% |
| 10Y | +232.9% | +1,412.7% | -1,179.8% | +23.1% |
| All | +715.8% | +4,104.5% | -3,388.7% | +97.0% |
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 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