+15.6%
CRCL vs VO
+22.1%
-6.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -4.2% |
| 7D | +7.5% | +0.6% | +6.9% | +6.2% |
| 30D | +44.3% | -1.1% | +45.3% | +48.9% |
| 3M | +16.5% | +4.5% | +12.0% | +4.0% |
| 6M | -5.6% | +11.1% | -16.7% | -28.0% |
| YTD | +21.3% | +13.5% | +7.7% | -13.1% |
| 1Y | -14.5% | +14.5% | -29.0% | -37.8% |
| All | +15.6% | +22.1% | -6.5% | -4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling