+43.0%
CRT price history and return analytics
+65.7%
-22.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.3% |
| 7D | +6.8% | -1.1% | +7.9% | +7.5% |
| 30D | +16.7% | -1.0% | +17.7% | +17.3% |
| 3M | +10.2% | +3.2% | +7.1% | +7.9% |
| 6M | +23.1% | +12.5% | +10.6% | +13.7% |
| YTD | +52.7% | +14.1% | +38.7% | +39.4% |
| 1Y | +56.1% | +18.9% | +37.2% | +38.2% |
| 3Y | -31.8% | +74.1% | -105.9% | -55.3% |
| All | +43.0% | +65.7% | -22.7% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling