+8.9%
CRCL vs VIG
+22.0%
-13.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -1.3% |
| 7D | -11.2% | -1.1% | -10.1% | -9.0% |
| 30D | +27.1% | -2.7% | +29.9% | +35.3% |
| 3M | +9.6% | +2.5% | +7.1% | +3.5% |
| 6M | -19.7% | +9.2% | -28.9% | -34.3% |
| YTD | +14.2% | +9.8% | +4.4% | -6.7% |
| 1Y | -32.2% | +12.4% | -44.6% | -46.7% |
| All | +8.9% | +22.0% | -13.1% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling