+1,348.4%
CRWD vs VSH
+130.6%
+1,217.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -2.3% | +6.2% | -8.6% | -4.4% |
| 30D | -2.1% | -11.1% | +9.1% | +1.4% |
| 3M | +27.5% | -44.9% | +72.4% | +50.3% |
| 6M | +95.8% | +90.0% | +5.9% | +43.1% |
| YTD | +79.2% | +118.8% | -39.6% | +21.9% |
| 1Y | +96.3% | +109.0% | -12.7% | +35.0% |
| 3Y | +399.8% | +35.6% | +364.1% | +284.7% |
| 5Y | +216.7% | +66.7% | +150.0% | +117.6% |
| All | +1,348.4% | +130.6% | +1,217.8% | +639.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling