+778.7%
CLS vs VEU
+70.5%
+708.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.8% |
| 7D | -13.9% | +0.5% | -14.4% | -14.5% |
| 30D | -38.2% | -2.3% | -35.9% | -34.4% |
| 3M | -28.8% | -4.4% | -24.4% | -20.6% |
| 6M | -40.4% | -2.2% | -38.2% | -35.2% |
| YTD | -24.3% | +10.9% | -35.2% | -35.4% |
| 1Y | -35.0% | +13.4% | -48.4% | -46.5% |
| 3Y | +778.7% | +69.7% | +709.0% | +253.0% |
| All | +778.7% | +70.5% | +708.2% | +253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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