+1,721.3%
CLS vs VGT
+2,283.9%
-562.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.5% |
| 7D | +4.6% | +1.0% | +3.6% | +3.6% |
| 30D | -13.9% | +1.3% | -15.2% | -14.6% |
| 3M | -26.6% | -1.1% | -25.4% | -24.0% |
| 6M | +15.4% | +32.6% | -17.2% | -11.8% |
| YTD | +5.7% | +29.0% | -23.3% | -16.3% |
| 1Y | +41.1% | +39.7% | +1.4% | +5.0% |
| 3Y | +1,228.6% | +120.9% | +1,107.7% | +583.7% |
| 5Y | +3,240.6% | +133.6% | +3,107.1% | +1,499.2% |
| 10Y | +2,760.3% | +792.6% | +1,967.8% | +214.6% |
| All | +1,721.3% | +2,283.9% | -562.6% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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