+5.4%
CLSK vs VCIT
+3.7%
+1.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.5% |
| 7D | +21.9% | +0.1% | +21.8% | +21.6% |
| 30D | +9.6% | -0.8% | +10.4% | +11.9% |
| 3M | -18.4% | -0.5% | -17.9% | -16.8% |
| 6M | +46.4% | -1.4% | +47.7% | +53.8% |
| YTD | +33.2% | -0.8% | +34.0% | +37.8% |
| 1Y | +47.0% | +0.3% | +46.7% | +48.0% |
| 3Y | +206.4% | +19.2% | +187.1% | +96.2% |
| 5Y | +5.4% | +3.6% | +1.8% | -28.2% |
| All | +5.4% | +3.7% | +1.7% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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