+1.1%
V vs CRCL
+34.8%
-33.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | -0.3% |
| 7D | -2.9% | +4.9% | -7.8% | -2.9% |
| 30D | +1.9% | +38.7% | -36.8% | +1.9% |
| 3M | +13.2% | +14.7% | -1.4% | +13.2% |
| 6M | +16.7% | -16.9% | +33.6% | +16.8% |
| YTD | +5.4% | +17.3% | -11.9% | +5.4% |
| 1Y | +7.7% | -21.2% | +28.8% | +7.3% |
| All | +1.1% | +34.8% | -33.6% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling