-35.7%
CREX price history and return analytics
+65.7%
-101.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.1% |
| 7D | +3.0% | -0.1% | +3.2% | +3.1% |
| 30D | -9.0% | -0.7% | -8.4% | -8.3% |
| 3M | -29.4% | +4.0% | -33.3% | -32.5% |
| 6M | -23.2% | +12.3% | -35.5% | -33.5% |
| YTD | +4.2% | +14.0% | -9.8% | -11.2% |
| 1Y | +19.8% | +20.3% | -0.5% | -4.2% |
| 3Y | +55.4% | +75.4% | -20.0% | -17.7% |
| 5Y | -35.7% | +66.0% | -101.7% | -61.3% |
| All | -35.7% | +65.7% | -101.4% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling