+27.3%
CRDO vs VTV
+27.0%
+0.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.2% |
| 7D | -26.7% | +0.5% | -27.2% | -27.3% |
| 30D | -24.1% | +1.1% | -25.2% | -25.4% |
| 3M | -21.6% | +5.9% | -27.5% | -27.5% |
| 6M | +66.3% | +11.6% | +54.7% | +44.0% |
| YTD | +18.5% | +19.8% | -1.3% | -1.5% |
| 1Y | +27.3% | +26.2% | +1.1% | +0.9% |
| All | +27.3% | +27.0% | +0.3% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling