+8.9%
CRCL vs VNQ
+11.0%
-2.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -0.4% |
| 7D | -11.2% | -1.3% | -9.9% | -10.0% |
| 30D | +27.1% | -2.6% | +29.7% | +30.7% |
| 3M | +9.6% | -2.0% | +11.7% | +11.3% |
| 6M | -19.7% | +4.3% | -24.0% | -26.0% |
| YTD | +14.2% | +9.2% | +5.0% | -1.4% |
| 1Y | -32.2% | +5.6% | -37.8% | -38.5% |
| All | +8.9% | +11.0% | -2.2% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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