+20.2%
CLF vs VTV
+28.2%
-8.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.5% | -10.7% | -12.5% |
| 7D | -7.9% | +1.8% | -9.7% | -11.9% |
| 30D | +5.2% | +6.0% | -0.7% | -10.2% |
| 3M | +4.3% | +3.7% | +0.7% | -5.4% |
| 6M | +25.3% | +13.9% | +11.3% | -10.0% |
| YTD | -3.3% | +22.8% | -26.1% | -39.4% |
| 1Y | +20.2% | +27.9% | -7.6% | -29.4% |
| All | +20.2% | +28.2% | -8.0% | -29.4% |
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