+1,298.7%
CRDO vs VTV
+73.4%
+1,225.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.4% |
| 7D | -4.5% | -1.1% | -3.4% | -2.6% |
| 30D | -39.2% | -1.0% | -38.2% | -38.3% |
| 3M | -38.5% | +4.6% | -43.1% | -43.2% |
| 6M | +40.6% | +13.5% | +27.1% | +13.9% |
| YTD | +13.2% | +18.5% | -5.3% | -15.5% |
| 1Y | +2.3% | +22.9% | -20.6% | -28.4% |
| 3Y | +942.5% | +67.8% | +874.7% | +353.1% |
| All | +1,298.7% | +73.4% | +1,225.3% | +471.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling