-94.0%
CLSX vs VT
+12.5%
-106.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.5% | -9.2% | -6.3% |
| 7D | -42.1% | -0.1% | -42.0% | -40.5% |
| 30D | -67.7% | -3.1% | -64.6% | -56.5% |
| 3M | -76.9% | -3.5% | -73.4% | -66.7% |
| 6M | -88.0% | +0.5% | -88.5% | -86.2% |
| YTD | -83.9% | +10.8% | -94.7% | -89.6% |
| 1Y | -94.0% | +11.9% | -105.9% | -96.3% |
| All | -94.0% | +12.5% | -106.5% | -96.3% |
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