+146.0%
CLDT vs VT
+11.9%
+134.1%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | +7.4% | +2.9% | +4.5% | +5.9% |
| 30D | +16.5% | -2.5% | +19.0% | +17.9% |
| 3M | +29.0% | -3.3% | +32.3% | +31.1% |
| 6M | +66.5% | +1.5% | +64.9% | +63.9% |
| YTD | +144.9% | +11.4% | +133.5% | +121.1% |
| 1Y | +146.0% | +11.9% | +134.0% | +120.8% |
| All | +146.0% | +11.9% | +134.1% | +120.8% |
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 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