-90.2%
CLSX vs VT
+16.2%
-106.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.1% | +10.0% | +3.0% |
| 7D | -4.0% | -0.7% | -3.3% | +11.0% |
| 30D | -62.7% | -1.7% | -61.0% | -54.2% |
| 3M | -73.9% | -2.3% | -71.6% | -65.4% |
| 6M | -86.8% | +1.5% | -88.3% | -85.8% |
| YTD | -82.1% | +12.0% | -94.2% | -88.7% |
| 1Y | -92.3% | +12.9% | -105.2% | -95.2% |
| All | -90.2% | +16.2% | -106.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling