-91.7%
CLRO vs VT
+224.5%
-316.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -5.0% | +0.4% | -5.5% | -5.2% |
| 30D | +38.3% | +1.0% | +37.3% | +37.6% |
| 3M | +52.4% | +2.4% | +50.0% | +50.7% |
| 6M | +11.4% | +12.0% | -0.6% | +5.3% |
| YTD | 0.0% | +15.3% | -15.3% | -6.9% |
| 1Y | +22.7% | +22.6% | +0.1% | +11.7% |
| 3Y | -44.4% | +74.7% | -119.1% | -56.4% |
| 5Y | -66.2% | +66.1% | -132.4% | -73.0% |
| All | -91.7% | +224.5% | -316.2% | -94.2% |
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