+1,980.9%
CLS vs VEA
+53.4%
+1,927.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +16.3% | +2.3% | +14.0% | +12.2% |
| 30D | -25.7% | +0.2% | -25.9% | -25.3% |
| 3M | -30.9% | -5.3% | -25.5% | -23.3% |
| 6M | -35.5% | -0.9% | -34.6% | -32.2% |
| YTD | -18.7% | +12.2% | -30.9% | -29.4% |
| 1Y | -17.9% | +16.1% | -34.0% | -32.1% |
| 3Y | +838.1% | +73.0% | +765.1% | +351.4% |
| All | +1,980.9% | +53.4% | +1,927.5% | +1,098.3% |
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