+108.7%
CRDO vs VG
-35.7%
+144.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | -0.8% |
| 7D | +1.6% | +3.8% | -2.2% | +0.7% |
| 30D | -30.0% | +7.2% | -37.2% | -31.4% |
| 3M | -28.3% | +22.8% | -51.1% | -33.3% |
| 6M | +44.8% | +33.2% | +11.6% | +21.5% |
| YTD | +16.7% | +124.8% | -108.1% | -24.7% |
| 1Y | +12.7% | +15.8% | -3.2% | -3.9% |
| All | +108.7% | -35.7% | +144.3% | +175.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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