+75.5%
CLPT vs VT
+215.5%
-140.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.3% |
| 7D | -19.4% | -2.3% | -17.1% | -16.2% |
| 30D | -19.3% | -5.0% | -14.4% | -12.9% |
| 3M | -35.8% | -4.9% | -30.9% | -30.5% |
| 6M | -25.0% | -1.5% | -23.5% | -23.1% |
| YTD | -37.1% | +8.5% | -45.6% | -42.3% |
| 1Y | -52.8% | +11.4% | -64.2% | -58.0% |
| 3Y | +43.1% | +70.1% | -27.0% | -18.6% |
| 5Y | -53.1% | +53.7% | -106.8% | -69.6% |
| All | +75.5% | +215.5% | -140.0% | -28.4% |
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