-34.8%
CLDX vs VT
+59.7%
-94.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -1.6% |
| 7D | +0.9% | -0.3% | +1.2% | +1.2% |
| 30D | -8.2% | -1.4% | -6.7% | -6.3% |
| 3M | -23.4% | -1.4% | -22.0% | -22.1% |
| 6M | -8.7% | +5.5% | -14.1% | -15.8% |
| YTD | +10.2% | +12.8% | -2.6% | -7.3% |
| 1Y | +25.5% | +15.4% | +10.1% | +2.2% |
| 3Y | +15.2% | +76.9% | -61.7% | -48.9% |
| All | -34.8% | +59.7% | -94.4% | -65.4% |
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