+121.7%
CRWD vs VG
-35.7%
+157.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.8% | -4.9% | -1.5% |
| 7D | +2.2% | +3.8% | -1.6% | +1.7% |
| 30D | -7.7% | +7.2% | -14.9% | -8.4% |
| 3M | +28.9% | +22.8% | +6.1% | +25.3% |
| 6M | +91.5% | +33.2% | +58.3% | +80.6% |
| YTD | +77.3% | +124.8% | -47.5% | +53.9% |
| 1Y | +96.3% | +15.8% | +80.4% | +87.0% |
| All | +121.7% | -35.7% | +157.4% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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