-8.0%
CLSK vs VT
+66.2%
-74.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +8.8% | +0.4% | +8.4% | +7.7% |
| 30D | -6.0% | +1.0% | -7.0% | -8.5% |
| 3M | -24.4% | +2.4% | -26.8% | -28.4% |
| 6M | +19.0% | +12.0% | +7.0% | -12.9% |
| YTD | +25.4% | +15.3% | +10.1% | -14.6% |
| 1Y | +39.8% | +22.6% | +17.2% | -19.4% |
| 3Y | +177.7% | +74.7% | +103.0% | -38.1% |
| All | -8.0% | +66.2% | -74.2% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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