+1,298.7%
CRDO vs VTR
+103.3%
+1,195.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -4.5% | -0.3% | -4.2% | -4.4% |
| 30D | -39.2% | +1.1% | -40.3% | -39.5% |
| 3M | -38.5% | +7.9% | -46.4% | -40.7% |
| 6M | +40.6% | +6.2% | +34.4% | +35.5% |
| YTD | +13.2% | +17.7% | -4.5% | +5.1% |
| 1Y | +2.3% | +32.9% | -30.6% | -9.5% |
| 3Y | +942.5% | +129.7% | +812.9% | +574.7% |
| All | +1,298.7% | +103.3% | +1,195.4% | +898.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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