+87.3%
CLOU vs VT
+143.4%
-56.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -1.2% |
| 7D | -8.8% | -0.3% | -8.5% | -8.4% |
| 30D | -5.3% | -1.4% | -3.9% | -3.6% |
| 3M | +3.5% | -1.4% | +4.9% | +5.3% |
| 6M | +28.7% | +5.5% | +23.2% | +20.6% |
| YTD | +22.2% | +12.8% | +9.4% | +5.3% |
| 1Y | +18.5% | +15.4% | +3.0% | -0.7% |
| 3Y | +48.3% | +76.9% | -28.6% | -23.5% |
| 5Y | -12.5% | +60.4% | -72.9% | -49.1% |
| All | +87.3% | +143.4% | -56.0% | -24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling