+297.8%
VTI vs CLX
-3.7%
+301.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +2.0% | +1.0% |
| 7D | -0.9% | -5.7% | +4.8% | 0.0% |
| 30D | -1.4% | -17.0% | +15.6% | +1.4% |
| 3M | +3.6% | -9.7% | +13.3% | +5.0% |
| 6M | +13.6% | -19.8% | +33.4% | +17.1% |
| YTD | +12.9% | -9.8% | +22.8% | +14.0% |
| 1Y | +17.2% | -26.2% | +43.4% | +22.2% |
| 3Y | +75.7% | -36.2% | +111.9% | +86.4% |
| 5Y | +75.4% | -38.3% | +113.8% | +84.4% |
| All | +297.8% | -3.7% | +301.4% | +273.5% |
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