+406.7%
CRWD vs VLTO
+25.1%
+381.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.2% | -0.7% |
| 7D | +2.2% | -2.6% | +4.7% | +3.2% |
| 30D | -7.7% | -2.5% | -5.2% | -6.9% |
| 3M | +28.9% | +10.1% | +18.8% | +22.8% |
| 6M | +91.5% | +1.0% | +90.5% | +89.6% |
| YTD | +77.3% | -4.8% | +82.1% | +80.4% |
| 1Y | +96.3% | -9.3% | +105.6% | +103.9% |
| All | +406.7% | +25.1% | +381.6% | +349.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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