+838.1%
CLS vs VCLT
+14.4%
+823.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.0% |
| 7D | +16.3% | -2.3% | +18.5% | +18.6% |
| 30D | -25.7% | +0.8% | -26.4% | -26.5% |
| 3M | -30.9% | -2.7% | -28.2% | -29.3% |
| 6M | -35.5% | -4.3% | -31.2% | -32.8% |
| YTD | -18.7% | -4.3% | -14.4% | -15.1% |
| 1Y | -17.9% | -4.4% | -13.5% | -14.0% |
| 3Y | +838.1% | +13.8% | +824.3% | +784.3% |
| All | +838.1% | +14.4% | +823.7% | +784.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling