+1,298.7%
CRDO vs VIG
+62.9%
+1,235.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.2% |
| 7D | -4.5% | -1.1% | -3.4% | -2.4% |
| 30D | -39.2% | -2.7% | -36.5% | -36.0% |
| 3M | -38.5% | +2.5% | -41.0% | -41.6% |
| 6M | +40.6% | +9.2% | +31.4% | +18.9% |
| YTD | +13.2% | +9.8% | +3.4% | -5.6% |
| 1Y | +2.3% | +12.4% | -10.1% | -17.8% |
| 3Y | +942.5% | +55.9% | +886.7% | +409.3% |
| All | +1,298.7% | +62.9% | +1,235.8% | +526.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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