+1,348.4%
CRWD vs VUG
+244.9%
+1,103.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.0% |
| 7D | -2.3% | +0.9% | -3.2% | -3.4% |
| 30D | -2.1% | -1.4% | -0.6% | +0.3% |
| 3M | +27.5% | +2.3% | +25.2% | +24.5% |
| 6M | +95.8% | +15.7% | +80.2% | +63.4% |
| YTD | +79.2% | +8.6% | +70.6% | +62.7% |
| 1Y | +96.3% | +14.1% | +82.2% | +67.9% |
| 3Y | +399.8% | +87.9% | +311.9% | +133.9% |
| 5Y | +216.7% | +76.3% | +140.4% | +65.0% |
| All | +1,348.4% | +244.9% | +1,103.5% | +206.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling