-13.1%
CRCL vs VO
+15.8%
-29.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.6% |
| 7D | +17.1% | -0.3% | +17.4% | +18.3% |
| 30D | +61.3% | -0.3% | +61.6% | +63.3% |
| 3M | +12.7% | +2.9% | +9.8% | +4.7% |
| 6M | -3.1% | +9.3% | -12.4% | -23.5% |
| YTD | +28.7% | +14.2% | +14.5% | -13.9% |
| 1Y | -13.1% | +15.3% | -28.4% | -44.3% |
| All | -13.1% | +15.8% | -29.0% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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