-40.3%
CLWT vs VT
+215.5%
-255.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | -11.9% | -2.3% | -9.6% | -10.8% |
| 30D | -5.6% | -5.0% | -0.6% | -3.2% |
| 3M | -21.9% | -4.9% | -17.0% | -19.9% |
| 6M | -3.3% | -1.5% | -1.7% | -2.6% |
| YTD | -1.7% | +8.5% | -10.2% | -5.7% |
| 1Y | +2.6% | +11.4% | -8.8% | -2.9% |
| 3Y | -16.5% | +70.1% | -86.6% | -37.6% |
| 5Y | -60.4% | +53.7% | -114.1% | -69.1% |
| All | -40.3% | +215.5% | -255.9% | -45.9% |
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 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