-38.5%
CRCL vs VTRS
+88.0%
-126.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.3% | -7.4% | -8.2% |
| 7D | -13.1% | -1.2% | -11.9% | -12.7% |
| 30D | -17.4% | +8.2% | -25.6% | -19.8% |
| 3M | +9.8% | +8.3% | +1.5% | +6.2% |
| 6M | -39.2% | +24.1% | -63.2% | -44.3% |
| YTD | -12.4% | +56.0% | -68.3% | -29.0% |
| 1Y | -38.5% | +82.7% | -121.3% | -54.8% |
| All | -38.5% | +88.0% | -126.5% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling