-95.1%
CIRC vs VOO
+80.9%
-175.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.3% |
| 7D | -8.5% | +0.1% | -8.6% | -8.5% |
| 30D | -3.2% | +0.1% | -3.3% | -3.2% |
| 3M | -49.5% | +2.0% | -51.6% | -48.9% |
| 6M | -78.1% | +13.0% | -91.2% | -77.7% |
| YTD | -50.7% | +13.6% | -64.3% | -49.6% |
| 1Y | -81.5% | +20.1% | -101.5% | -80.9% |
| All | -95.1% | +80.9% | -175.9% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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