+8.9%
CRCL vs VGT
+55.8%
-46.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -1.6% |
| 7D | -11.2% | -0.2% | -11.1% | -11.0% |
| 30D | +27.1% | -0.4% | +27.5% | +28.7% |
| 3M | +9.6% | +4.4% | +5.2% | +1.7% |
| 6M | -19.7% | +32.1% | -51.8% | -52.1% |
| YTD | +14.2% | +28.8% | -14.5% | -28.0% |
| 1Y | -32.2% | +35.3% | -67.6% | -57.0% |
| All | +8.9% | +55.8% | -46.9% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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