+1,476.4%
CRWD vs VCIT
+18.7%
+1,457.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.3% |
| 7D | -5.5% | +0.7% | -6.2% | -6.3% |
| 30D | -16.9% | +1.8% | -18.7% | -18.8% |
| 3M | +6.6% | -1.1% | +7.7% | +7.9% |
| 6M | +73.2% | -1.7% | +74.9% | +76.9% |
| YTD | +95.1% | -1.1% | +96.2% | +97.8% |
| 1Y | +69.4% | -0.4% | +69.7% | +70.1% |
| 3Y | +379.3% | +20.5% | +358.8% | +279.8% |
| 5Y | +211.9% | +3.8% | +208.1% | +186.6% |
| All | +1,476.4% | +18.7% | +1,457.7% | +1,139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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