+18.8%
CLF vs VTV
+27.0%
-8.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.5% |
| 7D | +7.6% | +0.5% | +7.1% | +6.0% |
| 30D | -1.2% | +1.1% | -2.3% | -4.3% |
| 3M | -13.4% | +5.9% | -19.3% | -25.9% |
| 6M | +15.4% | +11.6% | +3.8% | -13.3% |
| YTD | -5.9% | +19.8% | -25.7% | -40.2% |
| 1Y | +18.8% | +26.2% | -7.4% | -30.8% |
| All | +18.8% | +27.0% | -8.2% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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