-63.6%
CLSK vs VCIT
+33.0%
-96.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +8.8% | -0.3% | +9.2% | +9.8% |
| 30D | -6.0% | -0.8% | -5.2% | -4.2% |
| 3M | -24.4% | -1.0% | -23.4% | -22.2% |
| 6M | +19.0% | -1.8% | +20.9% | +25.7% |
| YTD | +25.4% | -0.7% | +26.1% | +28.9% |
| 1Y | +39.8% | +1.0% | +38.8% | +38.6% |
| 3Y | +177.7% | +18.8% | +158.8% | +92.2% |
| 5Y | -11.0% | +3.5% | -14.5% | -20.2% |
| All | -63.6% | +33.0% | -96.6% | -65.7% |
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 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