+32.3%
CLDT vs VT
+53.4%
-21.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | +5.1% | -2.3% | +7.4% | +7.5% |
| 30D | +15.0% | -5.0% | +19.9% | +21.3% |
| 3M | +19.8% | -4.9% | +24.7% | +26.1% |
| 6M | +77.8% | -1.5% | +79.3% | +78.7% |
| YTD | +134.0% | +8.5% | +125.5% | +108.8% |
| 1Y | +151.1% | +11.4% | +139.7% | +116.9% |
| 3Y | +73.4% | +70.1% | +3.4% | -10.0% |
| All | +32.3% | +53.4% | -21.1% | -22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling