-5.9%
CLDT vs VT
+224.5%
-230.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.6% | +0.4% | -5.1% | -5.2% |
| 30D | -2.5% | +1.0% | -3.5% | -4.0% |
| 3M | +16.3% | +2.4% | +13.9% | +11.6% |
| 6M | +59.4% | +12.0% | +47.4% | +34.1% |
| YTD | +95.4% | +15.3% | +80.1% | +57.5% |
| 1Y | +81.4% | +22.6% | +58.9% | +33.7% |
| 3Y | +49.9% | +74.7% | -24.8% | -33.8% |
| 5Y | +25.8% | +66.1% | -40.3% | -39.9% |
| All | -5.9% | +224.5% | -230.4% | -79.5% |
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 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