+18.5%
VZ vs CRCL
-7.5%
+26.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | -0.2% |
| 7D | +0.9% | -8.1% | +9.1% | +0.8% |
| 30D | +6.9% | -24.3% | +31.2% | +6.4% |
| 3M | +0.6% | -10.5% | +11.1% | +0.6% |
| 6M | +0.3% | -48.4% | +48.7% | -0.8% |
| YTD | +21.9% | -19.5% | +41.4% | +22.9% |
| 1Y | +21.7% | -26.0% | +47.7% | +22.6% |
| All | +18.5% | -7.5% | +26.0% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling