-43.1%
CLOV vs VT
+53.2%
-96.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | +2.2% |
| 7D | -2.2% | -4.2% | +2.0% | +5.1% |
| 30D | -2.6% | -5.8% | +3.2% | +7.7% |
| 3M | +8.2% | -5.2% | +13.5% | +18.3% |
| 6M | +71.6% | +0.1% | +71.5% | +69.9% |
| YTD | +90.6% | +8.2% | +82.4% | +64.2% |
| 1Y | +51.1% | +10.1% | +41.0% | +26.7% |
| 3Y | +311.0% | +69.7% | +241.3% | +49.1% |
| 5Y | -43.1% | +53.4% | -96.4% | -73.1% |
| All | -43.1% | +53.2% | -96.3% | -73.1% |
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