-39.8%
CLWT vs VT
+223.7%
-263.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.4% |
| 7D | -9.2% | +0.4% | -9.5% | -9.2% |
| 30D | -12.5% | -2.6% | -9.9% | -11.3% |
| 3M | -25.2% | -3.2% | -21.9% | -23.9% |
| 6M | +1.7% | +0.9% | +0.8% | +1.3% |
| YTD | -0.8% | +11.3% | -12.1% | -6.1% |
| 1Y | +0.8% | +14.0% | -13.2% | -5.7% |
| 3Y | -15.8% | +75.8% | -91.6% | -38.1% |
| 5Y | -61.9% | +57.8% | -119.8% | -70.7% |
| 10Y | -39.8% | +219.8% | -259.6% | -47.3% |
| All | -39.8% | +223.7% | -263.5% | -47.3% |
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