+8.9%
CRCL vs VSH
+131.1%
-122.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.1% | -5.8% | -1.4% |
| 7D | -11.2% | +4.8% | -16.0% | -12.4% |
| 30D | +27.1% | -0.7% | +27.8% | +27.0% |
| 3M | +9.6% | -43.1% | +52.7% | +26.3% |
| 6M | -19.7% | +91.8% | -111.5% | -39.0% |
| YTD | +14.2% | +131.6% | -117.4% | -20.9% |
| 1Y | -32.2% | +118.1% | -150.3% | -52.1% |
| All | +8.9% | +131.1% | -122.2% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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