-3.3%
CLX vs VEU
+152.3%
-155.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.7% |
| 7D | -5.9% | -1.9% | -3.9% | -5.5% |
| 30D | -17.0% | -0.7% | -16.3% | -16.9% |
| 3M | -9.6% | +4.9% | -14.4% | -10.6% |
| 6M | -21.5% | +9.8% | -31.4% | -23.3% |
| YTD | -8.8% | +15.3% | -24.1% | -11.7% |
| 1Y | -24.7% | +23.0% | -47.7% | -28.1% |
| 3Y | -35.6% | +73.5% | -109.1% | -43.0% |
| 5Y | -37.6% | +54.5% | -92.1% | -44.1% |
| All | -3.3% | +152.3% | -155.6% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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