+358.8%
CRL price history and return analytics
+217.6%
+141.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.5% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +14.6% | -3.1% | +17.6% | +19.1% |
| 3M | +24.8% | -3.5% | +28.3% | +30.7% |
| 6M | +94.7% | +0.5% | +94.2% | +92.8% |
| YTD | +73.4% | +10.8% | +62.6% | +52.0% |
| 1Y | +104.7% | +11.9% | +92.8% | +77.3% |
| 3Y | +101.1% | +73.0% | +28.1% | +3.0% |
| 5Y | -10.8% | +58.6% | -69.4% | -48.4% |
| 10Y | +358.8% | +219.2% | +139.6% | +32.4% |
| All | +358.8% | +217.6% | +141.2% | +32.4% |
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