+4,116.5%
CLS vs VEA
+155.2%
+3,961.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +16.3% | +2.3% | +14.0% | +13.6% |
| 30D | -25.7% | +0.2% | -25.9% | -25.4% |
| 3M | -30.9% | -5.3% | -25.5% | -25.7% |
| 6M | -35.5% | -0.9% | -34.6% | -33.0% |
| YTD | -18.7% | +12.2% | -30.9% | -25.7% |
| 1Y | -17.9% | +16.1% | -34.0% | -27.4% |
| 3Y | +838.1% | +73.0% | +765.1% | +464.7% |
| 5Y | +1,971.9% | +53.7% | +1,918.2% | +1,334.6% |
| 10Y | +1,907.9% | +159.3% | +1,748.5% | +776.2% |
| All | +4,116.5% | +155.2% | +3,961.3% | +1,642.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling