+22.6%
CRCL vs VT
+31.9%
-9.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +17.1% | +0.4% | +16.7% | +16.2% |
| 30D | +61.3% | +1.0% | +60.3% | +58.5% |
| 3M | +12.7% | +2.4% | +10.3% | +8.2% |
| 6M | -3.1% | +12.0% | -15.1% | -24.2% |
| YTD | +28.7% | +15.3% | +13.4% | -6.7% |
| 1Y | -13.1% | +22.6% | -35.7% | -42.0% |
| All | +22.6% | +31.9% | -9.3% | +11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling