-99.9%
CIRC vs VOO
+77.0%
-176.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.3% | -6.6% | -6.5% |
| 7D | -34.0% | -2.7% | -31.3% | -32.5% |
| 30D | -58.3% | -5.4% | -52.9% | -56.6% |
| 3M | -75.6% | -4.1% | -71.5% | -74.8% |
| 6M | -87.2% | +0.7% | -87.9% | -87.2% |
| YTD | -85.6% | +8.7% | -94.3% | -86.5% |
| 1Y | -92.2% | +11.0% | -103.1% | -92.8% |
| 3Y | -98.2% | +75.5% | -173.7% | -99.1% |
| 5Y | -99.9% | +68.4% | -168.2% | -99.9% |
| All | -99.9% | +77.0% | -176.9% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling