-68.6%
CLVT vs VT
+76.6%
-145.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | -0.6% |
| 7D | +20.5% | -0.3% | +20.8% | +21.0% |
| 30D | +46.2% | -1.4% | +47.6% | +48.5% |
| 3M | +7.6% | -1.4% | +9.0% | +9.1% |
| 6M | -24.6% | +5.5% | -30.0% | -30.7% |
| YTD | -36.5% | +12.8% | -49.4% | -47.6% |
| 1Y | -39.1% | +15.4% | -54.5% | -51.5% |
| All | -68.6% | +76.6% | -145.2% | -90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling