+34.0%
CLSK vs VUG
+13.0%
+21.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.9% | +5.9% | +4.5% |
| 7D | +7.7% | -0.5% | +8.2% | +9.1% |
| 30D | +12.2% | -1.0% | +13.2% | +15.2% |
| 3M | -15.5% | +3.5% | -19.0% | -22.2% |
| 6M | +39.3% | +14.2% | +25.2% | +2.2% |
| YTD | +35.1% | +8.5% | +26.6% | +12.7% |
| 1Y | +34.0% | +12.9% | +21.1% | +9.9% |
| All | +34.0% | +13.0% | +21.0% | +9.9% |
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