+8.9%
CRCL vs VFC
+9.7%
-0.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.0% | -0.5% |
| 7D | -11.2% | -1.4% | -9.8% | -11.0% |
| 30D | +27.1% | -9.0% | +36.1% | +29.1% |
| 3M | +9.6% | -24.2% | +33.8% | +14.8% |
| 6M | -19.7% | -18.5% | -1.2% | -17.9% |
| YTD | +14.2% | -25.9% | +40.1% | +18.2% |
| 1Y | -32.2% | -13.0% | -19.2% | -33.0% |
| All | +8.9% | +9.7% | -0.8% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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