-77.9%
CLVT vs VT
+167.6%
-245.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | -0.4% |
| 7D | +20.5% | -0.3% | +20.8% | +20.9% |
| 30D | +46.2% | -1.4% | +47.6% | +48.2% |
| 3M | +7.6% | -1.4% | +9.0% | +9.0% |
| 6M | -24.6% | +5.5% | -30.0% | -29.6% |
| YTD | -36.5% | +12.8% | -49.4% | -45.4% |
| 1Y | -39.1% | +15.4% | -54.5% | -48.9% |
| 3Y | -69.1% | +76.9% | -146.0% | -83.5% |
| 5Y | -91.1% | +60.4% | -151.5% | -94.7% |
| All | -77.9% | +167.6% | -245.5% | -90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling