+24.8%
CLDT vs VT
+217.6%
-192.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.3% |
| 7D | +8.5% | -0.1% | +8.7% | +8.3% |
| 30D | +19.8% | -3.1% | +22.8% | +24.5% |
| 3M | +31.9% | -3.5% | +35.4% | +37.7% |
| 6M | +66.8% | +0.5% | +66.3% | +63.4% |
| YTD | +146.1% | +10.8% | +135.3% | +108.4% |
| 1Y | +151.9% | +11.9% | +140.0% | +110.1% |
| 3Y | +92.9% | +73.0% | +20.0% | -14.7% |
| 5Y | +41.4% | +58.6% | -17.3% | -28.4% |
| 10Y | +24.8% | +219.2% | -194.4% | -69.6% |
| All | +24.8% | +217.6% | -192.8% | -69.6% |
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 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