-18.8%
CRCL vs VG
-20.5%
+1.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -0.6% |
| 7D | -6.3% | -8.3% | +2.0% | -5.9% |
| 30D | -20.1% | -10.3% | -9.7% | -19.8% |
| 3M | +1.3% | -10.8% | +12.1% | +1.3% |
| 6M | -40.6% | +3.5% | -44.0% | -42.4% |
| YTD | -14.8% | +74.0% | -88.8% | -28.1% |
| 1Y | -34.5% | +48.9% | -83.4% | -43.7% |
| All | -18.8% | -20.5% | +1.7% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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