-26.9%
CLX vs VT
+53.4%
-80.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +13.6% | -2.3% | +15.9% | +14.4% |
| 30D | +23.4% | -5.0% | +28.3% | +25.3% |
| 3M | -2.8% | -4.9% | +2.0% | -1.3% |
| 6M | +14.0% | -1.5% | +15.5% | +14.4% |
| YTD | +4.2% | +8.5% | -4.3% | +1.3% |
| 1Y | -1.2% | +11.4% | -12.5% | -4.7% |
| 3Y | -12.7% | +70.1% | -82.8% | -27.4% |
| All | -26.9% | +53.4% | -80.3% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling