-94.9%
CLSX vs VT
+10.5%
-105.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.6% | +0.2% | +17.4% | +16.0% |
| 7D | -41.9% | -2.3% | -39.6% | -31.8% |
| 30D | -76.2% | -5.0% | -71.3% | -64.1% |
| 3M | -82.7% | -4.9% | -77.8% | -73.3% |
| 6M | -89.8% | -1.5% | -88.2% | -86.6% |
| YTD | -85.6% | +8.5% | -94.0% | -88.9% |
| 1Y | -94.9% | +11.4% | -106.3% | -96.8% |
| All | -94.9% | +10.5% | -105.4% | -96.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling