+942.5%
CRDO vs ITOT
+75.8%
+866.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | -0.7% |
| 7D | -4.5% | -0.9% | -3.6% | -2.0% |
| 30D | -39.2% | -1.5% | -37.8% | -36.7% |
| 3M | -38.5% | +3.6% | -42.0% | -43.0% |
| 6M | +40.6% | +13.7% | +26.9% | +2.8% |
| YTD | +13.2% | +12.9% | +0.3% | -15.6% |
| 1Y | +2.3% | +17.2% | -14.9% | -29.1% |
| 3Y | +942.5% | +75.6% | +866.9% | +258.0% |
| All | +942.5% | +75.8% | +866.8% | +258.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling