-29.6%
CLS vs VNQ
+14.0%
-43.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +3.2% | -12.2% | -7.4% |
| 7D | -21.1% | +6.8% | -27.9% | -18.5% |
| 30D | -38.2% | +10.0% | -48.2% | -35.9% |
| 3M | -36.3% | 0.0% | -36.3% | -35.7% |
| 6M | -43.8% | +4.5% | -48.3% | -43.2% |
| YTD | -20.0% | +13.9% | -34.0% | -23.6% |
| 1Y | -29.6% | +14.1% | -43.7% | -33.0% |
| All | -29.6% | +14.0% | -43.6% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling