+23.8%
CLDT vs VT
+223.7%
-199.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.2% | -1.1% |
| 7D | +5.8% | +0.4% | +5.4% | +4.9% |
| 30D | +16.7% | -2.6% | +19.3% | +20.5% |
| 3M | +27.1% | -3.2% | +30.3% | +32.2% |
| 6M | +62.5% | +0.9% | +61.6% | +58.2% |
| YTD | +139.8% | +11.3% | +128.5% | +101.7% |
| 1Y | +149.9% | +14.0% | +135.9% | +103.0% |
| 3Y | +89.4% | +75.8% | +13.5% | -18.2% |
| 5Y | +36.4% | +57.8% | -21.5% | -30.3% |
| 10Y | +23.8% | +219.8% | -196.0% | -69.8% |
| All | +23.8% | +223.7% | -199.8% | -69.8% |
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