-51.9%
CRI price history and return analytics
+222.7%
-274.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | +3.8% | +2.9% | +0.9% | +0.8% |
| 30D | +6.4% | -2.5% | +8.9% | +9.5% |
| 3M | -12.6% | -3.3% | -9.3% | -9.1% |
| 6M | +3.1% | +1.5% | +1.6% | +1.5% |
| YTD | +6.7% | +11.4% | -4.6% | -5.3% |
| 1Y | +5.1% | +11.9% | -6.8% | -7.2% |
| 3Y | -43.9% | +73.9% | -117.8% | -69.1% |
| 5Y | -62.0% | +57.9% | -119.9% | -76.7% |
| All | -51.9% | +222.7% | -274.6% | -85.5% |
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