+1,325.8%
CRWD vs VTR
+84.2%
+1,241.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.0% | -0.3% | -2.7% | -2.9% |
| 30D | -6.8% | +1.1% | -7.9% | -7.0% |
| 3M | +19.6% | +7.9% | +11.7% | +17.8% |
| 6M | +87.1% | +6.2% | +80.9% | +84.3% |
| YTD | +76.4% | +17.7% | +58.7% | +70.5% |
| 1Y | +90.8% | +32.9% | +57.9% | +80.1% |
| 3Y | +380.0% | +129.7% | +250.3% | +306.1% |
| 5Y | +215.6% | +89.3% | +126.3% | +174.0% |
| All | +1,325.8% | +84.2% | +1,241.6% | +1,197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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