+225.5%
CRWD vs VYM
+77.5%
+148.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.8% |
| 7D | -3.0% | -0.8% | -2.2% | -2.0% |
| 30D | -6.8% | -2.2% | -4.5% | -4.1% |
| 3M | +19.6% | +3.1% | +16.5% | +15.1% |
| 6M | +87.1% | +9.7% | +77.4% | +66.4% |
| YTD | +76.4% | +14.9% | +61.5% | +47.7% |
| 1Y | +90.8% | +17.6% | +73.2% | +55.1% |
| 3Y | +380.0% | +65.3% | +314.7% | +153.9% |
| All | +225.5% | +77.5% | +148.0% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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