-97.0%
CIRC price history and return analytics
+74.5%
-171.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.6% |
| 7D | -4.4% | +2.9% | -7.3% | -3.8% |
| 30D | -45.7% | -2.5% | -43.2% | -46.2% |
| 3M | -72.0% | -3.3% | -68.7% | -72.3% |
| 6M | -87.8% | +1.5% | -89.3% | -87.7% |
| YTD | -85.3% | +11.4% | -96.6% | -85.3% |
| 1Y | -92.7% | +11.9% | -104.6% | -92.8% |
| All | -97.0% | +74.5% | -171.6% | -94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling