+3,038.3%
CLS vs VUG
+410.7%
+2,627.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.7% |
| 7D | +20.1% | +0.1% | +20.0% | +20.1% |
| 30D | +6.0% | -1.7% | +7.7% | +8.5% |
| 3M | -10.3% | +2.8% | -13.1% | -12.2% |
| 6M | +24.5% | +13.6% | +10.9% | +10.1% |
| YTD | +12.9% | +8.1% | +4.8% | +6.1% |
| 1Y | +36.7% | +13.1% | +23.6% | +24.3% |
| 3Y | +1,328.1% | +87.0% | +1,241.1% | +755.4% |
| 5Y | +3,682.3% | +76.0% | +3,606.3% | +2,266.0% |
| 10Y | +3,038.3% | +420.5% | +2,617.8% | +705.1% |
| All | +3,038.3% | +410.7% | +2,627.6% | +705.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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