+8.9%
CRCL vs VTR
+46.5%
-37.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.1% |
| 7D | -11.2% | -0.3% | -10.9% | -11.3% |
| 30D | +27.1% | +1.1% | +26.0% | +27.7% |
| 3M | +9.6% | +7.9% | +1.7% | +13.7% |
| 6M | -19.7% | +6.2% | -25.8% | -15.8% |
| YTD | +14.2% | +17.7% | -3.5% | +28.6% |
| 1Y | -32.2% | +32.9% | -65.1% | -15.6% |
| All | +8.9% | +46.5% | -37.7% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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