-35.1%
CRDO vs ITOT
+9.8%
-44.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | -4.4% | -13.3% | -2.9% |
| 7D | -32.0% | -4.8% | -27.3% | -18.8% |
| 30D | -49.1% | -5.9% | -43.3% | -36.1% |
| 3M | -50.0% | -4.9% | -45.1% | -38.8% |
| 6M | -42.0% | +1.4% | -43.4% | -40.0% |
| YTD | -21.9% | +8.4% | -30.3% | -32.7% |
| 1Y | -35.1% | +9.3% | -44.5% | -45.7% |
| All | -35.1% | +9.8% | -44.9% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling