+1,298.7%
CRDO vs VMC
+41.0%
+1,257.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +1.1% |
| 7D | -4.5% | -3.8% | -0.7% | -2.1% |
| 30D | -39.2% | -9.7% | -29.5% | -35.1% |
| 3M | -38.5% | -9.6% | -28.8% | -35.8% |
| 6M | +40.6% | -4.8% | +45.4% | +40.7% |
| YTD | +13.2% | -10.9% | +24.1% | +16.7% |
| 1Y | +2.3% | -15.6% | +17.9% | +9.8% |
| 3Y | +942.5% | +19.3% | +923.2% | +759.4% |
| All | +1,298.7% | +41.0% | +1,257.7% | +845.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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