-82.3%
CLSK vs VCIT
+31.7%
-114.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.7% |
| 7D | -19.7% | +0.1% | -19.8% | -20.1% |
| 30D | -46.5% | +1.9% | -48.4% | -49.1% |
| 3M | -51.7% | -1.4% | -50.2% | -50.2% |
| 6M | -57.5% | -2.1% | -55.4% | -55.3% |
| YTD | -39.1% | -1.6% | -37.5% | -36.3% |
| 1Y | -60.0% | -0.9% | -59.1% | -58.8% |
| 3Y | +42.9% | +20.0% | +22.9% | -3.6% |
| 5Y | -69.9% | +3.1% | -73.1% | -72.8% |
| All | -82.3% | +31.7% | -114.1% | -83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling