+684.7%
CLMT vs VT
+374.2%
+310.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +11.3% | +0.4% | +10.8% | +10.8% |
| 30D | +32.0% | +1.0% | +31.0% | +30.6% |
| 3M | +42.0% | +2.4% | +39.6% | +38.3% |
| 6M | +81.2% | +12.0% | +69.2% | +61.0% |
| YTD | +167.4% | +15.3% | +152.1% | +130.8% |
| 1Y | +211.8% | +22.6% | +189.2% | +154.2% |
| 3Y | +184.7% | +74.7% | +110.1% | +71.3% |
| 5Y | +671.1% | +66.1% | +605.0% | +382.1% |
| 10Y | +871.3% | +225.0% | +646.3% | +262.3% |
| All | +684.7% | +374.2% | +310.5% | +147.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling