+1.5%
V vs CRCL
+39.4%
-37.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.8% | +4.0% | -1.7% |
| 7D | -1.1% | +7.5% | -8.6% | -1.1% |
| 30D | +1.9% | +44.3% | -42.4% | +1.9% |
| 3M | +15.5% | +16.5% | -1.0% | +15.5% |
| 6M | +16.6% | -5.6% | +22.2% | +16.7% |
| YTD | +5.7% | +21.3% | -15.5% | +5.8% |
| 1Y | +8.6% | -14.5% | +23.0% | +8.3% |
| All | +1.5% | +39.4% | -37.9% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CRCL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling