+15.6%
CRCL vs VG
-1.0%
+16.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.1% | -7.9% | -5.9% |
| 7D | +7.5% | -2.5% | +10.0% | +7.6% |
| 30D | +44.3% | +11.1% | +33.2% | +43.1% |
| 3M | +16.5% | +14.9% | +1.7% | +14.4% |
| 6M | -5.6% | +18.4% | -24.0% | -10.1% |
| YTD | +21.3% | +116.6% | -95.3% | +1.5% |
| 1Y | -14.5% | +9.4% | -23.8% | -25.0% |
| All | +15.6% | -1.0% | +16.6% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling