+226.3%
CLSK vs VIG
+55.8%
+170.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +4.6% |
| 7D | +7.7% | -1.1% | +8.8% | +11.2% |
| 30D | +12.2% | -2.7% | +15.0% | +21.4% |
| 3M | -15.5% | +2.5% | -18.0% | -23.1% |
| 6M | +39.3% | +9.2% | +30.1% | +5.9% |
| YTD | +35.1% | +9.8% | +25.2% | +2.1% |
| 1Y | +34.0% | +12.4% | +21.6% | -3.6% |
| 3Y | +226.3% | +55.9% | +170.4% | -13.2% |
| All | +226.3% | +55.8% | +170.4% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling