-0.4%
CLSK vs VUG
+74.2%
-74.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.4% |
| 7D | +1.7% | -1.9% | +3.6% | +6.1% |
| 30D | +11.1% | -1.6% | +12.7% | +15.4% |
| 3M | -14.1% | +4.4% | -18.5% | -21.4% |
| 6M | +32.9% | +13.2% | +19.7% | +3.2% |
| YTD | +26.5% | +7.5% | +19.0% | +11.7% |
| 1Y | +27.6% | +12.5% | +15.1% | +3.7% |
| 3Y | +190.9% | +86.0% | +105.0% | -16.5% |
| 5Y | -0.4% | +76.5% | -76.9% | -58.3% |
| All | -0.4% | +74.2% | -74.6% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling