+1,462.8%
CRWD vs VT
+143.5%
+1,319.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | +4.5% | +2.4% | +2.1% | +1.4% |
| 30D | -9.1% | -1.5% | -7.6% | -6.9% |
| 3M | +0.5% | -4.1% | +4.6% | +6.6% |
| 6M | +61.1% | +0.6% | +60.6% | +61.3% |
| YTD | +93.4% | +11.0% | +82.3% | +69.1% |
| 1Y | +71.1% | +13.3% | +57.7% | +45.7% |
| 3Y | +351.1% | +73.4% | +277.7% | +130.6% |
| 5Y | +218.8% | +57.4% | +161.4% | +86.3% |
| All | +1,462.8% | +143.5% | +1,319.3% | +460.8% |
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