+46.3%
CLDT vs VT
+373.7%
-327.3%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.9% | +5.6% |
| 7D | +0.8% | -4.2% | +5.0% | +5.6% |
| 30D | +10.1% | -5.8% | +15.9% | +17.8% |
| 3M | +13.7% | -5.2% | +18.9% | +20.5% |
| 6M | +71.8% | +0.1% | +71.7% | +69.4% |
| YTD | +128.0% | +8.2% | +119.8% | +104.3% |
| 1Y | +143.1% | +10.1% | +133.0% | +113.3% |
| 3Y | +65.3% | +69.7% | -4.3% | -13.0% |
| 5Y | +25.5% | +53.4% | -27.9% | -24.9% |
| 10Y | +26.6% | +219.2% | -192.6% | -61.7% |
| All | +46.3% | +373.7% | -327.3% | -68.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling