-31.6%
CRCL vs VYM
+21.8%
-53.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | -1.0% |
| 7D | -6.8% | +1.2% | -8.0% | -8.7% |
| 30D | -8.6% | +5.2% | -13.9% | -16.8% |
| 3M | +20.3% | +0.5% | +19.8% | +19.2% |
| 6M | -36.3% | +7.7% | -44.0% | -43.9% |
| YTD | -4.0% | +17.2% | -21.2% | -31.5% |
| 1Y | -31.6% | +21.7% | -53.2% | -58.3% |
| All | -31.6% | +21.8% | -53.4% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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