+161.1%
VEA vs CLX
-3.7%
+164.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | -1.5% | -5.7% | +4.2% | -0.8% |
| 30D | -0.8% | -17.0% | +16.2% | +1.1% |
| 3M | +2.5% | -9.7% | +12.2% | +3.4% |
| 6M | +11.1% | -19.8% | +31.0% | +13.5% |
| YTD | +17.2% | -9.8% | +27.0% | +18.2% |
| 1Y | +24.5% | -26.2% | +50.7% | +28.1% |
| 3Y | +75.4% | -36.2% | +111.6% | +82.3% |
| 5Y | +61.1% | -38.3% | +99.4% | +66.4% |
| All | +161.1% | -3.7% | +164.8% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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