-74.6%
CLIR vs VT
+69.4%
-144.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.9% | +0.2% |
| 7D | -6.1% | -4.2% | -1.9% | -0.8% |
| 30D | -30.0% | -5.8% | -24.2% | -24.3% |
| 3M | -40.6% | -5.2% | -35.4% | -36.5% |
| 6M | -53.0% | +0.1% | -53.1% | -53.4% |
| YTD | -58.8% | +8.2% | -67.0% | -63.5% |
| 1Y | -74.9% | +10.1% | -85.0% | -78.4% |
| All | -74.6% | +69.4% | -144.0% | -86.8% |
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