+122.5%
CRWV vs VYM
+30.5%
+92.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -1.7% |
| 7D | -0.4% | -0.8% | +0.4% | +1.4% |
| 30D | -17.4% | -2.2% | -15.1% | -13.0% |
| 3M | -7.1% | +3.1% | -10.1% | -12.8% |
| 6M | +8.6% | +9.7% | -1.1% | -11.6% |
| YTD | +24.3% | +14.9% | +9.4% | -7.4% |
| 1Y | -21.0% | +17.6% | -38.6% | -43.8% |
| All | +122.5% | +30.5% | +92.0% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling