+59.6%
CLAR vs VT
+10.5%
+49.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.1% | +0.2% | +17.9% | +17.9% |
| 7D | +13.3% | -2.3% | +15.6% | +15.9% |
| 30D | +47.2% | -5.0% | +52.2% | +55.0% |
| 3M | +50.0% | -4.9% | +54.9% | +58.0% |
| 6M | +73.5% | -1.5% | +75.1% | +75.2% |
| YTD | +53.7% | +8.5% | +45.2% | +42.1% |
| 1Y | +59.6% | +11.4% | +48.2% | +45.5% |
| All | +59.6% | +10.5% | +49.1% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling