-35.1%
CRDO vs VYM
+17.8%
-52.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | -3.3% | -14.4% | -11.8% |
| 7D | -32.0% | -3.0% | -29.0% | -27.4% |
| 30D | -49.1% | +0.9% | -50.0% | -49.0% |
| 3M | -50.0% | -2.7% | -47.3% | -46.9% |
| 6M | -42.0% | +3.4% | -45.4% | -43.8% |
| YTD | -21.9% | +13.3% | -35.3% | -34.1% |
| 1Y | -35.1% | +17.0% | -52.1% | -50.9% |
| All | -35.1% | +17.8% | -52.9% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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