-91.3%
CLVT vs VT
+57.9%
-149.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.9% | 0.0% | +25.9% | +25.9% |
| 7D | +14.8% | -1.6% | +16.4% | +17.5% |
| 30D | +41.2% | -2.5% | +43.7% | +45.8% |
| 3M | +7.7% | -1.3% | +9.0% | +9.2% |
| 6M | -25.1% | +3.1% | -28.2% | -29.6% |
| YTD | -37.4% | +10.9% | -48.4% | -47.8% |
| 1Y | -41.0% | +12.1% | -53.0% | -51.5% |
| 3Y | -69.6% | +73.9% | -143.5% | -87.4% |
| All | -91.3% | +57.9% | -149.1% | -95.2% |
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