+838.1%
CLS vs VEA
+74.1%
+764.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +16.3% | +2.3% | +14.0% | +11.5% |
| 30D | -25.7% | +0.2% | -25.9% | -25.3% |
| 3M | -30.9% | -5.3% | -25.5% | -22.1% |
| 6M | -35.5% | -0.9% | -34.6% | -31.9% |
| YTD | -18.7% | +12.2% | -30.9% | -31.7% |
| 1Y | -17.9% | +16.1% | -34.0% | -35.0% |
| 3Y | +838.1% | +73.0% | +765.1% | +276.6% |
| All | +838.1% | +74.1% | +764.0% | +276.6% |
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