-18.2%
CRCL vs VCIT
0.0%
-18.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -2.4% |
| 7D | +4.9% | -0.2% | +5.1% | +6.1% |
| 30D | +38.7% | -0.5% | +39.2% | +43.1% |
| 3M | +14.7% | -0.9% | +15.6% | +21.8% |
| 6M | -16.9% | -1.9% | -14.9% | -7.8% |
| YTD | +17.3% | -1.0% | +18.2% | +22.1% |
| All | -18.2% | 0.0% | -18.3% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling