+873.5%
CRS price history and return analytics
+360.7%
+512.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +0.8% |
| 7D | +4.4% | -0.7% | +5.1% | +5.7% |
| 30D | -19.1% | -1.7% | -17.4% | -16.5% |
| 3M | -43.2% | -2.3% | -40.9% | -40.9% |
| 6M | -28.9% | +1.5% | -30.4% | -30.0% |
| YTD | -3.0% | +12.0% | -15.0% | -17.2% |
| 1Y | -5.3% | +12.9% | -18.2% | -20.0% |
| 3Y | +363.5% | +74.9% | +288.6% | +108.5% |
| 5Y | +858.2% | +59.9% | +798.3% | +404.1% |
| 10Y | +862.9% | +224.6% | +638.3% | +110.1% |
| All | +873.5% | +360.7% | +512.9% | +54.1% |
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