+11.7%
CRCL vs VLTO
-4.2%
+15.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.2% |
| 7D | +4.9% | -2.6% | +7.5% | +5.2% |
| 30D | +38.7% | -2.5% | +41.1% | +39.0% |
| 3M | +14.7% | +10.1% | +4.6% | +13.4% |
| 6M | -16.9% | +1.0% | -17.9% | -14.9% |
| YTD | +17.3% | -4.8% | +22.1% | +20.5% |
| 1Y | -21.2% | -9.3% | -11.9% | -16.3% |
| All | +11.7% | -4.2% | +15.9% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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