+1,341.4%
CRDO vs VCIT
+7.7%
+1,333.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.4% |
| 7D | +1.6% | -0.2% | +1.8% | +1.9% |
| 30D | -30.0% | -0.5% | -29.5% | -29.5% |
| 3M | -28.3% | -0.9% | -27.4% | -27.3% |
| 6M | +44.8% | -1.9% | +46.7% | +49.5% |
| YTD | +16.7% | -1.0% | +17.7% | +18.9% |
| 1Y | +12.7% | +0.2% | +12.4% | +12.9% |
| 3Y | +960.1% | +19.0% | +941.1% | +721.8% |
| All | +1,341.4% | +7.7% | +1,333.7% | +1,226.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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