+942.5%
CRDO vs VTV
+67.6%
+874.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.3% |
| 7D | -4.5% | -1.1% | -3.4% | -2.4% |
| 30D | -39.2% | -1.0% | -38.2% | -38.3% |
| 3M | -38.5% | +4.6% | -43.1% | -43.6% |
| 6M | +40.6% | +13.5% | +27.1% | +11.9% |
| YTD | +13.2% | +18.5% | -5.3% | -17.7% |
| 1Y | +2.3% | +22.9% | -20.6% | -30.9% |
| 3Y | +942.5% | +67.8% | +874.7% | +339.8% |
| All | +942.5% | +67.6% | +874.9% | +339.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling