+80.6%
CRWD vs VTV
+28.2%
+52.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.6% |
| 7D | -9.6% | +1.8% | -11.4% | -9.7% |
| 30D | -11.6% | +6.0% | -17.6% | -12.3% |
| 3M | +14.1% | +3.7% | +10.4% | +13.6% |
| 6M | +105.4% | +13.9% | +91.5% | +98.8% |
| YTD | +105.6% | +22.8% | +82.9% | +93.1% |
| 1Y | +80.6% | +27.9% | +52.7% | +64.1% |
| All | +80.6% | +28.2% | +52.3% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling