+1,325.8%
CRWD vs VTI
+184.5%
+1,141.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.1% |
| 7D | -3.0% | -0.9% | -2.1% | -1.9% |
| 30D | -6.8% | -1.4% | -5.3% | -4.8% |
| 3M | +19.6% | +3.6% | +16.0% | +14.8% |
| 6M | +87.1% | +13.6% | +73.5% | +59.6% |
| YTD | +76.4% | +12.9% | +63.5% | +52.0% |
| 1Y | +90.8% | +17.2% | +73.6% | +57.3% |
| 3Y | +380.0% | +75.7% | +304.3% | +147.2% |
| 5Y | +215.6% | +75.4% | +140.2% | +68.3% |
| All | +1,325.8% | +184.5% | +1,141.3% | +326.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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