+8.9%
CRCL vs VEA
+33.8%
-25.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -1.5% |
| 7D | -11.2% | -1.5% | -9.8% | -9.0% |
| 30D | +27.1% | -0.8% | +27.9% | +29.7% |
| 3M | +9.6% | +2.5% | +7.2% | +6.9% |
| 6M | -19.7% | +11.1% | -30.8% | -29.4% |
| YTD | +14.2% | +17.2% | -2.9% | -9.3% |
| 1Y | -32.2% | +24.5% | -56.7% | -50.4% |
| All | +8.9% | +33.8% | -25.0% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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