+831.1%
CRS price history and return analytics
+356.5%
+474.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.2% |
| 7D | +4.8% | +2.4% | +2.4% | +1.4% |
| 30D | -23.2% | -1.5% | -21.7% | -20.9% |
| 3M | -45.5% | -4.1% | -41.4% | -41.6% |
| 6M | -33.1% | +0.6% | -33.7% | -33.2% |
| YTD | -7.2% | +11.0% | -18.2% | -19.7% |
| 1Y | -10.0% | +13.3% | -23.4% | -24.4% |
| 3Y | +332.3% | +73.4% | +258.9% | +97.1% |
| 5Y | +801.9% | +57.4% | +744.4% | +385.9% |
| 10Y | +820.9% | +221.7% | +599.2% | +103.8% |
| All | +831.1% | +356.5% | +474.6% | +49.4% |
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 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