+1,276.1%
CRDO vs VSH
+66.2%
+1,209.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -3.9% |
| 7D | -2.4% | +3.1% | -5.4% | -4.2% |
| 30D | -35.3% | -5.7% | -29.6% | -32.9% |
| 3M | -32.6% | -42.5% | +9.9% | -5.9% |
| 6M | +42.7% | +82.7% | -40.0% | -6.4% |
| YTD | +11.4% | +118.2% | -106.8% | -36.7% |
| 1Y | -2.2% | +109.7% | -111.9% | -43.0% |
| 3Y | +912.1% | +35.3% | +876.8% | +651.3% |
| All | +1,276.1% | +66.2% | +1,209.8% | +699.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 all: compounded portfolio wealth divided by compounded VSH 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…
all analysis · Full analysis span regression · 6 months rolling