+2,229.3%
CLFD vs VT
+374.2%
+1,855.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.0% | +0.4% | -3.4% | -3.4% |
| 30D | -15.2% | +1.0% | -16.1% | -15.8% |
| 3M | -35.6% | +2.4% | -38.0% | -36.4% |
| 6M | -9.9% | +12.0% | -21.9% | -17.7% |
| YTD | -1.7% | +15.3% | -17.1% | -12.3% |
| 1Y | -13.3% | +22.6% | -35.9% | -26.3% |
| 3Y | -19.5% | +74.7% | -94.2% | -48.0% |
| 5Y | -37.7% | +66.1% | -103.8% | -56.7% |
| 10Y | +59.2% | +225.0% | -165.8% | -26.9% |
| All | +2,229.3% | +374.2% | +1,855.1% | +772.7% |
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