+485.4%
CLMT vs VT
+346.0%
+139.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.2% | -8.8% | -8.8% |
| 7D | -20.2% | -2.3% | -17.8% | -18.7% |
| 30D | -29.6% | -5.0% | -24.6% | -26.5% |
| 3M | -5.3% | -4.9% | -0.5% | -1.6% |
| 6M | +14.9% | -1.5% | +16.4% | +15.2% |
| YTD | +99.5% | +8.5% | +91.0% | +81.2% |
| 1Y | +103.2% | +11.4% | +91.8% | +80.1% |
| 3Y | +192.3% | +70.1% | +122.3% | +79.4% |
| 5Y | +245.9% | +53.7% | +192.2% | +131.7% |
| 10Y | +1,119.7% | +220.0% | +899.7% | +362.1% |
| All | +485.4% | +346.0% | +139.4% | +94.0% |
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