+218.9%
CRWD vs VSH
+64.5%
+154.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.8% |
| 7D | -2.8% | +3.1% | -5.9% | -3.8% |
| 30D | -5.9% | -5.7% | -0.2% | -4.4% |
| 3M | +29.0% | -42.5% | +71.4% | +48.5% |
| 6M | +91.5% | +82.7% | +8.8% | +42.8% |
| YTD | +78.2% | +118.2% | -40.0% | +21.8% |
| 1Y | +96.6% | +109.7% | -13.0% | +35.7% |
| 3Y | +397.0% | +35.3% | +361.7% | +291.0% |
| 5Y | +218.9% | +65.6% | +153.3% | +110.1% |
| All | +218.9% | +64.5% | +154.4% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 5y: compounded portfolio wealth divided by compounded VSH 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…
5y analysis · Full analysis span regression · 6 months rolling