-1.1%
CLM vs VT
+23.3%
-24.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.7% | +0.4% | +1.2% | +1.3% |
| 30D | -8.4% | +1.0% | -9.4% | -9.1% |
| 3M | -7.4% | +2.4% | -9.7% | -9.0% |
| 6M | -2.8% | +12.0% | -14.8% | -11.6% |
| YTD | -8.6% | +15.3% | -24.0% | -18.6% |
| 1Y | -1.1% | +22.6% | -23.6% | -14.5% |
| All | -1.1% | +23.3% | -24.4% | -14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling