-73.6%
CLRO vs VT
+356.1%
-429.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +11.2% | -1.6% | +12.8% | +11.9% |
| 30D | +36.0% | -2.5% | +38.5% | +37.2% |
| 3M | +32.5% | -1.3% | +33.8% | +33.0% |
| 6M | +58.1% | +3.1% | +55.0% | +56.9% |
| YTD | +9.0% | +10.9% | -1.9% | +5.8% |
| 1Y | +1.8% | +12.1% | -10.2% | -1.3% |
| 3Y | -19.4% | +73.9% | -93.3% | -29.9% |
| 5Y | -36.8% | +58.0% | -94.7% | -43.9% |
| 10Y | -90.7% | +225.5% | -316.2% | -92.7% |
| All | -73.6% | +356.1% | -429.7% | -75.2% |
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 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