+3,682.3%
CLS vs VEA
+60.9%
+3,621.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +2.5% |
| 7D | +20.1% | +0.3% | +19.8% | +19.6% |
| 30D | +6.0% | +0.4% | +5.6% | +5.7% |
| 3M | -10.3% | +4.8% | -15.1% | -15.7% |
| 6M | +24.5% | +11.3% | +13.2% | +8.0% |
| YTD | +12.9% | +17.4% | -4.5% | -10.1% |
| 1Y | +36.7% | +26.2% | +10.5% | -1.7% |
| 3Y | +1,328.1% | +77.7% | +1,250.3% | +544.7% |
| 5Y | +3,682.3% | +60.9% | +3,621.4% | +1,974.1% |
| All | +3,682.3% | +60.9% | +3,621.5% | +1,974.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling