-31.6%
CRCL vs VTV
+28.2%
-59.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | -1.4% |
| 7D | -6.8% | +1.8% | -8.6% | -9.7% |
| 30D | -8.6% | +6.0% | -14.6% | -17.5% |
| 3M | +20.3% | +3.7% | +16.7% | +13.2% |
| 6M | -36.3% | +13.9% | -50.3% | -47.8% |
| YTD | -4.0% | +22.8% | -26.8% | -33.1% |
| 1Y | -31.6% | +27.9% | -59.5% | -59.3% |
| All | -31.6% | +28.2% | -59.8% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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