+15.6%
CRCL vs VFC
+9.2%
+6.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.9% | -3.9% | -5.4% |
| 7D | +7.5% | +0.8% | +6.6% | +7.3% |
| 30D | +44.3% | -11.9% | +56.2% | +47.4% |
| 3M | +16.5% | -20.2% | +36.7% | +20.8% |
| 6M | -5.6% | -23.0% | +17.4% | -2.4% |
| YTD | +21.3% | -26.2% | +47.5% | +25.6% |
| 1Y | -14.5% | -13.3% | -1.1% | -15.6% |
| All | +15.6% | +9.2% | +6.4% | +21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling