-31.6%
CRCL vs VIG
+19.5%
-51.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | -3.3% |
| 7D | -6.8% | +2.7% | -9.6% | -12.2% |
| 30D | -8.6% | +7.0% | -15.6% | -21.3% |
| 3M | +20.3% | +4.0% | +16.3% | +10.3% |
| 6M | -36.3% | +12.3% | -48.6% | -49.9% |
| YTD | -4.0% | +16.4% | -20.4% | -29.8% |
| 1Y | -31.6% | +19.2% | -50.8% | -53.9% |
| All | -31.6% | +19.5% | -51.1% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling