-97.2%
CIRC price history and return analytics
+74.0%
-171.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -6.2% |
| 7D | -4.2% | +2.4% | -6.5% | -3.7% |
| 30D | -47.9% | -1.5% | -46.4% | -48.1% |
| 3M | -72.9% | -4.1% | -68.8% | -73.3% |
| 6M | -87.9% | +0.6% | -88.4% | -87.9% |
| YTD | -86.2% | +11.0% | -97.2% | -86.2% |
| 1Y | -93.0% | +13.3% | -106.3% | -93.0% |
| 3Y | -97.2% | +73.4% | -170.6% | -94.9% |
| All | -97.2% | +74.0% | -171.2% | -94.9% |
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 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