+146.7%
CLMT vs VT
+59.8%
+86.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +1.8% |
| 7D | -17.7% | -0.7% | -17.0% | -17.4% |
| 30D | -37.2% | -1.7% | -35.5% | -36.5% |
| 3M | -22.0% | -2.3% | -19.7% | -20.9% |
| 6M | +11.0% | +1.5% | +9.5% | +8.1% |
| YTD | +80.6% | +12.0% | +68.6% | +57.1% |
| 1Y | +86.2% | +12.9% | +73.3% | +60.6% |
| 3Y | +139.4% | +74.9% | +64.5% | +35.2% |
| 5Y | +146.7% | +59.9% | +86.7% | +46.5% |
| All | +146.7% | +59.8% | +86.9% | +46.5% |
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 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