+22.6%
CRCL vs VLTO
-2.6%
+25.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.0% |
| 7D | +17.1% | -2.3% | +19.4% | +17.4% |
| 30D | +61.3% | -0.9% | +62.1% | +61.3% |
| 3M | +12.7% | +13.8% | -1.1% | +10.7% |
| 6M | -3.1% | +2.0% | -5.1% | -0.8% |
| YTD | +28.7% | -3.2% | +31.9% | +32.0% |
| 1Y | -13.1% | -9.2% | -4.0% | -8.7% |
| All | +22.6% | -2.6% | +25.2% | +65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling