-15.4%
CLAR price history and return analytics
+221.4%
-236.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +2.2% | +1.0% | +1.2% | +1.0% |
| 30D | +1.0% | -0.2% | +1.2% | +1.3% |
| 3M | +32.4% | +4.5% | +27.8% | +25.1% |
| 6M | +27.6% | +14.1% | +13.5% | +8.6% |
| YTD | +13.9% | +14.8% | -0.9% | -3.5% |
| 1Y | -1.7% | +21.2% | -22.9% | -22.2% |
| 3Y | -40.0% | +76.6% | -116.6% | -69.4% |
| 5Y | -84.8% | +66.6% | -151.4% | -91.5% |
| 10Y | -15.4% | +222.3% | -237.6% | -73.7% |
| All | -15.4% | +221.4% | -236.8% | -73.7% |
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