+210.8%
CLX vs VEU
+174.2%
+36.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +13.6% | +0.5% | +13.1% | +13.5% |
| 30D | +29.1% | -2.3% | +31.3% | +29.9% |
| 3M | +1.6% | -4.4% | +6.0% | +3.0% |
| 6M | +18.7% | -2.2% | +20.9% | +19.2% |
| YTD | +11.1% | +10.9% | +0.1% | +7.5% |
| 1Y | +7.0% | +13.4% | -6.4% | +2.8% |
| 3Y | -10.0% | +69.7% | -79.7% | -23.8% |
| 5Y | -22.6% | +50.0% | -72.6% | -32.5% |
| 10Y | +29.3% | +145.8% | -116.4% | -6.2% |
| All | +210.8% | +174.2% | +36.6% | +90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling