+127.4%
CRWD vs VG
-39.3%
+166.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -2.4% | +1.7% | -4.1% | -2.6% |
| 30D | +1.5% | +16.0% | -14.5% | -0.1% |
| 3M | +18.5% | +9.7% | +8.8% | +16.7% |
| 6M | +109.1% | +29.6% | +79.5% | +97.3% |
| YTD | +81.8% | +112.0% | -30.2% | +58.8% |
| 1Y | +106.7% | +12.8% | +93.9% | +97.0% |
| All | +127.4% | -39.3% | +166.7% | +106.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling