-36.8%
CLX vs VEU
+56.2%
-92.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.0% |
| 7D | -4.9% | +0.3% | -5.2% | -5.0% |
| 30D | -15.8% | +0.7% | -16.5% | -16.0% |
| 3M | -7.9% | +4.7% | -12.6% | -9.1% |
| 6M | -19.0% | +11.6% | -30.7% | -21.6% |
| YTD | -7.9% | +16.8% | -24.7% | -11.7% |
| 1Y | -25.4% | +24.9% | -50.2% | -29.6% |
| 3Y | -35.0% | +75.7% | -110.8% | -43.7% |
| 5Y | -36.8% | +56.1% | -92.9% | -47.2% |
| All | -36.8% | +56.2% | -92.9% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling