+1,338.0%
CLS vs VNQ
+30.7%
+1,307.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.7% | +5.8% | +6.2% |
| 7D | +10.9% | -1.3% | +12.2% | +11.7% |
| 30D | +2.1% | -2.6% | +4.7% | +3.4% |
| 3M | -10.2% | -2.0% | -8.2% | -9.9% |
| 6M | +30.4% | +4.3% | +26.1% | +25.1% |
| YTD | +17.2% | +9.2% | +8.0% | +8.9% |
| 1Y | +41.0% | +5.6% | +35.4% | +34.0% |
| 3Y | +1,338.0% | +30.8% | +1,307.1% | +1,098.6% |
| All | +1,338.0% | +30.7% | +1,307.3% | +1,098.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling