+1,373.0%
CRM price history and return analytics
+364.8%
+1,008.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.5% |
| 7D | -8.1% | -2.0% | -6.1% | -6.0% |
| 30D | +23.1% | -1.4% | +24.5% | +25.2% |
| 3M | +42.5% | +4.7% | +37.8% | +34.3% |
| 6M | +25.3% | +11.4% | +14.0% | +9.0% |
| YTD | -7.8% | +13.1% | -20.9% | -21.3% |
| 1Y | +1.0% | +19.0% | -18.0% | -18.8% |
| 3Y | +10.0% | +73.9% | -64.0% | -42.6% |
| 5Y | -3.9% | +65.4% | -69.3% | -45.2% |
| 10Y | +233.2% | +225.4% | +7.8% | -8.6% |
| All | +1,373.0% | +364.8% | +1,008.2% | +163.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling