-72.3%
CLSK vs VCIT
+3.2%
-75.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.8% |
| 7D | -19.7% | +0.1% | -19.8% | -20.2% |
| 30D | -46.5% | +1.9% | -48.4% | -49.6% |
| 3M | -51.7% | -1.4% | -50.2% | -50.0% |
| 6M | -57.5% | -2.1% | -55.4% | -54.9% |
| YTD | -39.1% | -1.6% | -37.5% | -35.8% |
| 1Y | -60.0% | -0.9% | -59.1% | -58.6% |
| 3Y | +42.9% | +20.0% | +22.9% | -12.1% |
| All | -72.3% | +3.2% | -75.6% | -81.7% |
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