+8.9%
CRCL vs VCLT
+1.9%
+7.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -11.2% | -1.4% | -9.9% | -9.9% |
| 30D | +27.1% | -1.2% | +28.3% | +28.8% |
| 3M | +9.6% | -4.8% | +14.4% | +14.4% |
| 6M | -19.7% | -2.6% | -17.1% | -16.4% |
| YTD | +14.2% | -3.3% | +17.6% | +18.3% |
| 1Y | -32.2% | -4.8% | -27.4% | -31.6% |
| All | +8.9% | +1.9% | +7.0% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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