-86.0%
CREX price history and return analytics
+221.8%
-307.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.8% | -5.8% |
| 7D | -0.5% | +2.4% | -2.8% | -2.5% |
| 30D | -9.8% | -1.5% | -8.3% | -8.6% |
| 3M | -39.9% | -4.1% | -35.8% | -37.6% |
| 6M | -44.0% | +0.6% | -44.6% | -44.4% |
| YTD | -22.6% | +11.0% | -33.6% | -29.4% |
| 1Y | -24.1% | +13.3% | -37.4% | -32.0% |
| 3Y | +3.6% | +73.4% | -69.8% | -33.3% |
| 5Y | -53.9% | +57.4% | -111.3% | -68.1% |
| All | -86.0% | +221.8% | -307.7% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling