+1,929.4%
CLS vs VCIT
+30.9%
+1,898.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | 0.0% | +8.5% | +8.5% |
| 7D | +2.8% | -0.5% | +3.2% | +3.4% |
| 30D | -30.1% | +1.5% | -31.6% | -31.9% |
| 3M | -21.7% | -1.0% | -20.8% | -20.8% |
| 6M | -36.2% | -1.7% | -34.6% | -34.6% |
| YTD | -17.8% | -1.4% | -16.5% | -15.7% |
| 1Y | -26.8% | -0.9% | -25.9% | -25.3% |
| 3Y | +853.4% | +19.8% | +833.6% | +629.8% |
| 5Y | +2,005.0% | +4.6% | +2,000.4% | +1,919.2% |
| 10Y | +1,929.4% | +31.5% | +1,897.9% | +1,782.9% |
| All | +1,929.4% | +30.9% | +1,898.5% | +1,782.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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