+211.8%
CLMT vs VT
+23.3%
+188.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +11.3% | +0.4% | +10.8% | +11.3% |
| 30D | +32.0% | +1.0% | +31.0% | +32.0% |
| 3M | +42.0% | +2.4% | +39.6% | +42.1% |
| 6M | +81.2% | +12.0% | +69.2% | +82.6% |
| YTD | +167.4% | +15.3% | +152.1% | +163.1% |
| 1Y | +211.8% | +22.6% | +189.2% | +215.3% |
| All | +211.8% | +23.3% | +188.5% | +215.3% |
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