+359.2%
CRL price history and return analytics
+224.4%
+134.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -2.3% |
| 7D | +5.0% | -0.7% | +5.7% | +6.0% |
| 30D | +13.5% | -1.7% | +15.3% | +16.0% |
| 3M | +21.5% | -2.3% | +23.8% | +25.2% |
| 6M | +103.4% | +1.5% | +101.9% | +98.7% |
| YTD | +71.8% | +12.0% | +59.7% | +48.4% |
| 1Y | +97.5% | +12.9% | +84.6% | +69.2% |
| 3Y | +99.2% | +74.9% | +24.3% | +0.6% |
| 5Y | -12.1% | +59.9% | -72.1% | -49.8% |
| 10Y | +359.2% | +224.6% | +134.6% | +32.4% |
| All | +359.2% | +224.4% | +134.8% | +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