+1,312.5%
CLS vs VEA
+79.2%
+1,233.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.1% | +6.4% |
| 7D | +12.8% | +1.9% | +10.9% | +9.0% |
| 30D | +3.8% | +0.8% | +3.1% | +2.8% |
| 3M | -14.6% | +5.7% | -20.3% | -21.9% |
| 6M | +32.2% | +13.3% | +18.9% | +8.1% |
| YTD | +11.6% | +18.4% | -6.8% | -16.3% |
| 1Y | +35.1% | +27.0% | +8.1% | -10.0% |
| 3Y | +1,312.5% | +79.3% | +1,233.3% | +426.7% |
| All | +1,312.5% | +79.2% | +1,233.4% | +426.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling