+1,838.4%
CLS vs VCIT
+3.7%
+1,834.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.1% | +7.8% | +7.8% |
| 7D | -10.6% | +0.7% | -11.3% | -11.5% |
| 30D | -38.4% | +1.8% | -40.2% | -40.0% |
| 3M | -29.9% | -1.1% | -28.7% | -28.9% |
| 6M | -40.6% | -1.7% | -39.0% | -39.3% |
| YTD | -24.6% | -1.1% | -23.4% | -23.1% |
| 1Y | -30.8% | -0.4% | -30.4% | -29.9% |
| 3Y | +811.7% | +20.5% | +791.3% | +640.7% |
| 5Y | +1,838.4% | +3.8% | +1,834.7% | +1,599.0% |
| All | +1,838.4% | +3.7% | +1,834.8% | +1,599.0% |
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