-99.1%
CLIK vs VT
+36.8%
-135.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.1% | +6.5% | +6.1% |
| 7D | -5.6% | -0.7% | -4.9% | -4.4% |
| 30D | -34.5% | -1.7% | -32.7% | -32.8% |
| 3M | -50.4% | -2.3% | -48.1% | -48.7% |
| 6M | -68.4% | +1.5% | -69.9% | -69.2% |
| YTD | -86.4% | +12.0% | -98.4% | -88.8% |
| 1Y | -89.2% | +12.9% | -102.0% | -91.2% |
| All | -99.1% | +36.8% | -135.9% | -99.4% |
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