+942.5%
CRDO vs VTRS
+84.5%
+858.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.9% | +1.5% |
| 7D | -4.5% | -2.2% | -2.3% | -4.0% |
| 30D | -39.2% | +3.3% | -42.5% | -39.8% |
| 3M | -38.5% | +2.0% | -40.4% | -39.4% |
| 6M | +40.6% | +19.9% | +20.6% | +31.0% |
| YTD | +13.2% | +35.7% | -22.5% | +2.9% |
| 1Y | +2.3% | +68.1% | -65.8% | -13.1% |
| 3Y | +942.5% | +87.1% | +855.5% | +677.8% |
| All | +942.5% | +84.5% | +858.0% | +677.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling