+89.6%
CL price history and return analytics
+221.8%
-132.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +3.2% | +2.4% | +0.9% | +2.2% |
| 30D | +8.0% | -1.5% | +9.5% | +8.6% |
| 3M | +7.9% | -4.1% | +12.0% | +9.6% |
| 6M | +14.7% | +0.6% | +14.2% | +13.9% |
| YTD | +29.2% | +11.0% | +18.1% | +22.5% |
| 1Y | +29.5% | +13.3% | +16.2% | +21.7% |
| 3Y | +40.7% | +73.4% | -32.7% | +6.3% |
| 5Y | +43.9% | +57.4% | -13.6% | +13.2% |
| All | +89.6% | +221.8% | -132.2% | -3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling