-53.5%
CLPT vs VT
+402.1%
-455.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -10.2% | +0.4% | -10.7% | -10.7% |
| 30D | +6.1% | +1.0% | +5.1% | +5.0% |
| 3M | -2.5% | +2.4% | -4.9% | -5.7% |
| 6M | +56.2% | +12.0% | +44.1% | +37.1% |
| YTD | +2.0% | +15.3% | -13.3% | -12.6% |
| 1Y | +26.0% | +22.6% | +3.4% | +1.1% |
| 3Y | +143.2% | +74.7% | +68.5% | +41.6% |
| 5Y | -28.4% | +66.1% | -94.6% | -55.0% |
| 10Y | +139.9% | +225.0% | -85.1% | -7.5% |
| All | -53.5% | +402.1% | -455.6% | -91.0% |
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