+27.0%
CLOA vs VT
+80.2%
-53.1%
-1.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.3% | -2.3% | +2.0% | -0.3% |
| 30D | 0.0% | -5.0% | +5.0% | +0.1% |
| 3M | +0.8% | -4.9% | +5.7% | +0.9% |
| 6M | +1.9% | -1.5% | +3.5% | +2.0% |
| YTD | +3.7% | +8.5% | -4.8% | +3.4% |
| 1Y | +4.6% | +11.4% | -6.8% | +4.2% |
| 3Y | +19.2% | +70.1% | -50.9% | +18.1% |
| All | +27.0% | +80.2% | -53.1% | +26.3% |
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 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