+26.5%
CLOA vs VT
+87.4%
-60.8%
-1.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.1% |
| 7D | -0.3% | -0.3% | 0.0% | -0.3% |
| 30D | 0.0% | -1.4% | +1.5% | +0.1% |
| 3M | +0.4% | -1.4% | +1.8% | +0.4% |
| 6M | +1.6% | +5.5% | -3.8% | +1.5% |
| YTD | +3.3% | +12.8% | -9.6% | +2.9% |
| 1Y | +4.1% | +15.4% | -11.3% | +3.7% |
| 3Y | +18.8% | +76.9% | -58.1% | +17.6% |
| All | +26.5% | +87.4% | -60.8% | +25.7% |
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