+1,341.4%
CRDO vs VT
+74.4%
+1,266.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +1.6% |
| 7D | +1.6% | -0.1% | +1.8% | +1.9% |
| 30D | -30.0% | -0.7% | -29.3% | -28.8% |
| 3M | -28.3% | +4.0% | -32.3% | -32.5% |
| 6M | +44.8% | +12.3% | +32.5% | +16.4% |
| YTD | +16.7% | +14.0% | +2.7% | -9.1% |
| 1Y | +12.7% | +20.3% | -7.6% | -20.1% |
| 3Y | +960.1% | +75.4% | +884.7% | +316.7% |
| All | +1,341.4% | +74.4% | +1,266.9% | +472.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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