-99.2%
CLIK vs VT
+35.2%
-134.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | -10.2% | -0.1% | -10.1% | -9.9% |
| 30D | -38.1% | -3.1% | -35.0% | -35.3% |
| 3M | -54.6% | -3.5% | -51.1% | -52.3% |
| 6M | -70.3% | +0.5% | -70.8% | -70.6% |
| YTD | -87.4% | +10.8% | -98.2% | -89.5% |
| 1Y | -90.3% | +11.9% | -102.2% | -92.1% |
| All | -99.2% | +35.2% | -134.4% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling