+14.9%
VTI vs CRCL
-33.1%
+48.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.5% |
| 7D | -0.6% | -6.8% | +6.2% | -0.2% |
| 30D | -1.0% | -8.6% | +7.7% | -0.6% |
| 3M | -0.8% | +20.3% | -21.1% | -2.1% |
| 6M | +7.1% | -36.3% | +43.4% | +8.5% |
| YTD | +13.4% | -4.0% | +17.4% | +11.3% |
| 1Y | +14.9% | -31.6% | +46.5% | +15.2% |
| All | +14.9% | -33.1% | +48.0% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling