-13.1%
CRCL vs VTV
+27.0%
-40.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.6% |
| 7D | +17.1% | +0.5% | +16.6% | +16.1% |
| 30D | +61.3% | +1.1% | +60.2% | +57.8% |
| 3M | +12.7% | +5.9% | +6.8% | +0.3% |
| 6M | -3.1% | +11.6% | -14.7% | -22.6% |
| YTD | +28.7% | +19.8% | +8.9% | -18.2% |
| 1Y | -13.1% | +26.2% | -39.4% | -55.9% |
| All | -13.1% | +27.0% | -40.1% | -55.9% |
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