+240.5%
CRL price history and return analytics
+226.9%
+13.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -0.8% |
| 7D | -6.9% | -2.0% | -4.9% | -4.5% |
| 30D | -3.2% | -1.4% | -1.8% | -1.4% |
| 3M | +46.5% | +4.7% | +41.8% | +37.7% |
| 6M | +63.1% | +11.4% | +51.8% | +41.8% |
| YTD | +36.9% | +13.1% | +23.8% | +16.9% |
| 1Y | +78.1% | +19.0% | +59.1% | +42.7% |
| 3Y | +36.7% | +73.9% | -37.3% | -30.4% |
| 5Y | -38.1% | +65.4% | -103.5% | -66.1% |
| All | +240.5% | +226.9% | +13.6% | -12.6% |
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