+1,188.3%
CRDO vs VTV
+72.6%
+1,115.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.1% |
| 7D | -12.0% | -1.6% | -10.4% | -9.5% |
| 30D | -42.3% | -2.0% | -40.2% | -40.3% |
| 3M | -40.2% | +3.2% | -43.3% | -43.3% |
| 6M | +27.5% | +14.2% | +13.4% | +2.3% |
| YTD | +4.3% | +17.9% | -13.6% | -21.5% |
| 1Y | -7.3% | +23.0% | -30.4% | -35.3% |
| 3Y | +877.1% | +65.2% | +811.9% | +335.9% |
| All | +1,188.3% | +72.6% | +1,115.8% | +431.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling