+39.8%
CLSK vs VUG
+15.8%
+24.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +2.1% |
| 7D | +8.8% | -0.1% | +8.9% | +9.4% |
| 30D | -6.0% | -0.3% | -5.7% | -5.1% |
| 3M | -24.4% | -0.7% | -23.7% | -22.3% |
| 6M | +19.0% | +14.6% | +4.4% | -13.3% |
| YTD | +25.4% | +9.0% | +16.4% | +3.3% |
| 1Y | +39.8% | +14.9% | +24.9% | +13.7% |
| All | +39.8% | +15.8% | +24.0% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling