+3,269.5%
CLS vs VCIT
+4.1%
+3,265.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +4.6% | -0.3% | +4.9% | +5.1% |
| 30D | -13.9% | -0.8% | -13.1% | -12.9% |
| 3M | -26.6% | -1.0% | -25.6% | -25.4% |
| 6M | +15.4% | -1.8% | +17.3% | +18.8% |
| YTD | +5.7% | -0.7% | +6.4% | +7.4% |
| 1Y | +41.1% | +1.0% | +40.1% | +41.0% |
| 3Y | +1,228.6% | +18.8% | +1,209.7% | +997.6% |
| All | +3,269.5% | +4.1% | +3,265.4% | +3,091.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling