+15.6%
CRCL vs VCIT
+4.5%
+11.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.5% |
| 7D | +7.5% | +0.1% | +7.4% | +7.3% |
| 30D | +44.3% | -0.8% | +45.0% | +47.6% |
| 3M | +16.5% | -0.5% | +17.1% | +19.5% |
| 6M | -5.6% | -1.4% | -4.2% | -3.4% |
| YTD | +21.3% | -0.8% | +22.1% | +23.8% |
| 1Y | -14.5% | +0.3% | -14.8% | -9.5% |
| All | +15.6% | +4.5% | +11.0% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling