-33.0%
CLVT vs VT
+10.7%
-43.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.1% | +14.0% | +10.6% |
| 7D | +35.5% | -4.2% | +39.6% | +36.4% |
| 30D | +58.5% | -5.8% | +64.3% | +60.6% |
| 3M | +20.1% | -5.2% | +25.3% | +21.4% |
| 6M | -15.9% | +0.1% | -16.0% | -17.4% |
| YTD | -30.2% | +8.2% | -38.5% | -35.7% |
| 1Y | -33.0% | +10.1% | -43.2% | -39.6% |
| All | -33.0% | +10.7% | -43.7% | -39.6% |
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