+11.7%
CRCL vs VT
+30.4%
-18.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -1.7% |
| 7D | +4.9% | -0.1% | +5.0% | +5.8% |
| 30D | +38.7% | -0.7% | +39.4% | +42.1% |
| 3M | +14.7% | +4.0% | +10.7% | +5.4% |
| 6M | -16.9% | +12.3% | -29.1% | -35.7% |
| YTD | +17.3% | +14.0% | +3.2% | -12.4% |
| 1Y | -21.2% | +20.3% | -41.5% | -45.5% |
| All | +11.7% | +30.4% | -18.7% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling