+1,314.5%
CRS price history and return analytics
+368.9%
+945.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -2.5% |
| 7D | -6.8% | -1.1% | -5.7% | -5.2% |
| 30D | -16.1% | -1.0% | -15.1% | -14.8% |
| 3M | -21.2% | +3.2% | -24.3% | -24.7% |
| 6M | +8.7% | +12.5% | -3.8% | -8.2% |
| YTD | +41.0% | +14.1% | +26.9% | +16.5% |
| 1Y | +82.7% | +18.9% | +63.8% | +42.3% |
| 3Y | +604.8% | +74.1% | +530.7% | +217.9% |
| 5Y | +1,384.7% | +66.9% | +1,317.8% | +630.4% |
| 10Y | +1,362.3% | +228.3% | +1,134.0% | +212.7% |
| All | +1,314.5% | +368.9% | +945.6% | +116.9% |
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