+8.9%
CRCL vs VEU
+33.2%
-24.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -1.5% |
| 7D | -11.2% | -1.4% | -9.8% | -9.0% |
| 30D | +27.1% | -0.4% | +27.5% | +28.8% |
| 3M | +9.6% | +2.5% | +7.1% | +6.7% |
| 6M | -19.7% | +11.1% | -30.8% | -29.5% |
| YTD | +14.2% | +16.5% | -2.3% | -8.2% |
| 1Y | -32.2% | +22.9% | -55.2% | -48.4% |
| All | +8.9% | +33.2% | -24.3% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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