-90.1%
CLSX vs VT
+11.9%
-102.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -2.6% |
| 7D | +14.5% | +2.4% | +12.2% | +0.2% |
| 30D | -56.3% | -1.5% | -54.8% | -47.9% |
| 3M | -75.7% | -4.1% | -71.6% | -63.2% |
| 6M | -85.9% | +0.6% | -86.5% | -83.8% |
| YTD | -83.5% | +11.0% | -94.5% | -89.2% |
| 1Y | -90.1% | +13.3% | -103.4% | -94.6% |
| All | -90.1% | +11.9% | -102.0% | -94.6% |
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