-99.9%
CIRC price history and return analytics
+63.7%
-163.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.6% | +4.7% |
| 7D | -8.1% | +0.4% | -8.5% | -8.1% |
| 30D | -57.8% | -2.6% | -55.2% | -57.1% |
| 3M | -71.8% | -3.2% | -68.5% | -71.2% |
| 6M | -86.4% | +0.9% | -87.3% | -86.5% |
| YTD | -84.7% | +11.3% | -96.0% | -86.1% |
| 1Y | -91.7% | +14.0% | -105.7% | -92.6% |
| 3Y | -97.9% | +75.8% | -173.7% | -98.8% |
| 5Y | -99.9% | +57.8% | -157.7% | -99.9% |
| All | -99.9% | +63.7% | -163.6% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling