+485.7%
CLYM vs VT
+75.0%
+410.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | +6.5% | +0.4% | +6.1% | +5.8% |
| 30D | +24.5% | +1.0% | +23.5% | +22.9% |
| 3M | +42.3% | +2.4% | +39.9% | +38.0% |
| 6M | +113.2% | +12.0% | +101.2% | +85.9% |
| YTD | +288.0% | +15.3% | +272.7% | +229.8% |
| 1Y | +566.1% | +22.6% | +543.5% | +434.2% |
| All | +485.7% | +75.0% | +410.7% | +321.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling