+225.5%
CRWD vs VUG
+77.1%
+148.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -2.3% |
| 7D | -3.0% | -0.5% | -2.5% | -2.3% |
| 30D | -6.8% | -1.0% | -5.8% | -5.0% |
| 3M | +19.6% | +3.5% | +16.1% | +14.5% |
| 6M | +87.1% | +14.2% | +72.9% | +56.1% |
| YTD | +76.4% | +8.5% | +67.9% | +58.7% |
| 1Y | +90.8% | +12.9% | +77.9% | +62.8% |
| 3Y | +380.0% | +85.6% | +294.3% | +106.9% |
| All | +225.5% | +77.1% | +148.4% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 5y: compounded portfolio wealth divided by compounded VUG 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…
5y analysis · Full analysis span regression · 6 months rolling