+25.2%
VZ vs CRCL
-33.1%
+58.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +2.1% |
| 7D | +6.9% | -6.8% | +13.8% | +6.7% |
| 30D | +2.3% | -8.6% | +10.9% | +2.0% |
| 3M | 0.0% | +20.3% | -20.3% | +1.1% |
| 6M | +0.2% | -36.3% | +36.6% | -1.2% |
| YTD | +20.9% | -4.0% | +24.9% | +25.2% |
| 1Y | +25.2% | -31.6% | +56.8% | +29.9% |
| All | +25.2% | -33.1% | +58.3% | +29.9% |
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