+11.7%
CRCL vs VUG
+25.3%
-13.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.2% |
| 7D | +4.9% | +0.1% | +4.8% | +5.2% |
| 30D | +38.7% | -1.7% | +40.4% | +44.5% |
| 3M | +14.7% | +2.8% | +11.8% | +8.7% |
| 6M | -16.9% | +13.6% | -30.5% | -35.3% |
| YTD | +17.3% | +8.1% | +9.2% | +1.8% |
| 1Y | -21.2% | +13.1% | -34.3% | -31.7% |
| All | +11.7% | +25.3% | -13.6% | +55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling