+364.5%
CRWD vs VCIT
+19.7%
+344.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -13.4% | +0.1% | -13.5% | -13.5% |
| 30D | -18.3% | +1.9% | -20.2% | -20.0% |
| 3M | +4.6% | -1.4% | +6.0% | +6.4% |
| 6M | +85.4% | -2.1% | +87.5% | +90.1% |
| YTD | +85.1% | -1.6% | +86.7% | +88.5% |
| 1Y | +62.9% | -0.9% | +63.8% | +64.8% |
| 3Y | +364.5% | +20.0% | +344.5% | +269.6% |
| All | +364.5% | +19.7% | +344.8% | +269.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling