+1,340.4%
CRWD vs VTV
+143.3%
+1,197.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.1% |
| 7D | -2.8% | -2.1% | -0.8% | -1.2% |
| 30D | -5.9% | -1.3% | -4.5% | -4.9% |
| 3M | +29.0% | +5.6% | +23.3% | +23.2% |
| 6M | +91.5% | +12.4% | +79.1% | +73.4% |
| YTD | +78.2% | +17.6% | +60.6% | +55.2% |
| 1Y | +96.6% | +23.5% | +73.1% | +64.4% |
| 3Y | +397.0% | +67.0% | +330.0% | +230.3% |
| 5Y | +218.9% | +80.5% | +138.3% | +104.8% |
| All | +1,340.4% | +143.3% | +1,197.1% | +607.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling