+1,298.7%
CRDO vs VYM
+68.0%
+1,230.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +0.4% |
| 7D | -4.5% | -0.8% | -3.7% | -3.0% |
| 30D | -39.2% | -2.2% | -37.0% | -36.8% |
| 3M | -38.5% | +3.1% | -41.5% | -41.9% |
| 6M | +40.6% | +9.7% | +30.9% | +19.2% |
| YTD | +13.2% | +14.9% | -1.6% | -12.2% |
| 1Y | +2.3% | +17.6% | -15.3% | -23.6% |
| 3Y | +942.5% | +65.3% | +877.2% | +369.2% |
| All | +1,298.7% | +68.0% | +1,230.7% | +509.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling