+1,298.7%
CRDO vs VFC
-77.4%
+1,376.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.7% | +0.5% |
| 7D | -4.5% | -1.4% | -3.1% | -4.1% |
| 30D | -39.2% | -9.0% | -30.3% | -37.8% |
| 3M | -38.5% | -24.2% | -14.3% | -34.4% |
| 6M | +40.6% | -18.5% | +59.1% | +46.7% |
| YTD | +13.2% | -25.9% | +39.1% | +20.0% |
| 1Y | +2.3% | -13.0% | +15.3% | +1.7% |
| 3Y | +942.5% | -20.3% | +962.9% | +869.5% |
| All | +1,298.7% | -77.4% | +1,376.1% | +2,669.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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