+6.0%
CLSK vs VNQ
+7.0%
-1.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +5.6% |
| 7D | +7.7% | -1.3% | +9.0% | +10.2% |
| 30D | +12.2% | -2.6% | +14.8% | +17.3% |
| 3M | -15.5% | -2.0% | -13.4% | -14.1% |
| 6M | +39.3% | +4.3% | +35.0% | +26.7% |
| YTD | +35.1% | +9.2% | +25.8% | +13.5% |
| 1Y | +34.0% | +5.6% | +28.4% | +19.6% |
| 3Y | +226.3% | +30.8% | +195.4% | +96.8% |
| All | +6.0% | +7.0% | -1.1% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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