+159.7%
CRF price history and return analytics
+229.8%
-70.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | -1.4% | -1.1% | -0.3% | -0.4% |
| 30D | -9.5% | -1.0% | -8.6% | -8.7% |
| 3M | -6.8% | +3.2% | -9.9% | -9.4% |
| 6M | -3.3% | +12.5% | -15.8% | -13.3% |
| YTD | -9.6% | +14.1% | -23.6% | -20.0% |
| 1Y | -3.5% | +18.9% | -22.4% | -17.9% |
| 3Y | +32.9% | +74.1% | -41.2% | -20.5% |
| 5Y | +22.4% | +66.9% | -44.4% | -24.5% |
| All | +159.7% | +229.8% | -70.0% | -9.1% |
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