-29.6%
CLS vs VEA
+20.4%
-50.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +2.1% | -11.1% | -13.4% |
| 7D | -21.1% | +0.7% | -21.8% | -22.6% |
| 30D | -38.2% | -0.4% | -37.8% | -37.5% |
| 3M | -36.3% | -1.7% | -34.6% | -33.4% |
| 6M | -43.8% | +5.1% | -48.9% | -47.4% |
| YTD | -20.0% | +14.4% | -34.5% | -43.5% |
| 1Y | -29.6% | +20.5% | -50.1% | -58.7% |
| All | -29.6% | +20.4% | -50.0% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling