+84.7%
CLOV vs VT
+10.5%
+74.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.2% | +7.4% | +7.3% |
| 7D | +8.1% | -2.3% | +10.4% | +10.9% |
| 30D | +5.7% | -5.0% | +10.7% | +11.5% |
| 3M | +3.4% | -4.9% | +8.3% | +9.0% |
| 6M | +79.9% | -1.5% | +81.4% | +83.3% |
| YTD | +105.1% | +8.5% | +96.6% | +84.2% |
| 1Y | +84.7% | +11.4% | +73.3% | +56.8% |
| All | +84.7% | +10.5% | +74.2% | +56.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling