+3,269.5%
CLS vs VT
+66.2%
+3,203.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +4.6% | +0.4% | +4.1% | +3.8% |
| 30D | -13.9% | +1.0% | -14.9% | -15.1% |
| 3M | -26.6% | +2.4% | -28.9% | -28.4% |
| 6M | +15.4% | +12.0% | +3.4% | -3.7% |
| YTD | +5.7% | +15.3% | -9.7% | -16.3% |
| 1Y | +41.1% | +22.6% | +18.5% | +1.9% |
| 3Y | +1,228.6% | +74.7% | +1,153.9% | +488.4% |
| All | +3,269.5% | +66.2% | +3,203.3% | +1,585.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling