+8.9%
CRCL vs VUG
+25.8%
-16.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.7% |
| 7D | -11.2% | -0.5% | -10.7% | -10.2% |
| 30D | +27.1% | -1.0% | +28.1% | +30.5% |
| 3M | +9.6% | +3.5% | +6.1% | +2.4% |
| 6M | -19.7% | +14.2% | -33.9% | -38.1% |
| YTD | +14.2% | +8.5% | +5.8% | -1.6% |
| 1Y | -32.2% | +12.9% | -45.1% | -41.7% |
| All | +8.9% | +25.8% | -16.9% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 3y: compounded portfolio wealth divided by compounded VUG 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…
3y analysis · Full analysis span regression · 6 months rolling