+6.0%
CLSK vs VSH
+74.2%
-68.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +6.1% | +0.7% | +2.0% |
| 7D | +7.7% | +4.8% | +3.0% | +3.9% |
| 30D | +12.2% | -0.7% | +12.9% | +13.0% |
| 3M | -15.5% | -43.1% | +27.6% | +25.7% |
| 6M | +39.3% | +91.8% | -52.4% | -33.0% |
| YTD | +35.1% | +131.6% | -96.5% | -46.3% |
| 1Y | +34.0% | +118.1% | -84.1% | -43.4% |
| 3Y | +226.3% | +40.9% | +185.4% | +116.3% |
| All | +6.0% | +74.2% | -68.2% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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