+1,457.0%
CRWD vs VT
+142.9%
+1,314.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.6% |
| 7D | -7.7% | -0.1% | -7.6% | -7.3% |
| 30D | -17.9% | -3.1% | -14.9% | -14.1% |
| 3M | +0.3% | -3.5% | +3.8% | +5.5% |
| 6M | +71.1% | +0.5% | +70.6% | +71.5% |
| YTD | +92.6% | +10.8% | +81.9% | +69.0% |
| 1Y | +62.0% | +11.9% | +50.1% | +40.3% |
| 3Y | +360.0% | +73.0% | +287.0% | +135.9% |
| 5Y | +220.7% | +58.6% | +162.1% | +86.2% |
| All | +1,457.0% | +142.9% | +1,314.0% | +460.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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