+3,154.0%
CLS vs VTEB
+17.9%
+3,136.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +6.0% |
| 7D | +10.9% | -0.9% | +11.9% | +12.6% |
| 30D | +2.1% | -2.5% | +4.6% | +6.2% |
| 3M | -10.2% | -3.0% | -7.2% | -5.9% |
| 6M | +30.4% | -2.1% | +32.5% | +35.2% |
| YTD | +17.2% | -1.5% | +18.7% | +20.5% |
| 1Y | +41.0% | +0.2% | +40.9% | +41.6% |
| 3Y | +1,338.0% | +8.6% | +1,329.4% | +1,159.1% |
| 5Y | +3,860.6% | +1.2% | +3,859.4% | +3,810.6% |
| All | +3,154.0% | +17.9% | +3,136.1% | +3,196.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling