-7.9%
CLAR price history and return analytics
+222.7%
-230.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | +21.6% | +2.9% | +18.8% | +17.5% |
| 30D | +46.0% | -2.5% | +48.6% | +50.3% |
| 3M | +41.5% | -3.3% | +44.8% | +47.2% |
| 6M | +99.8% | +1.5% | +98.2% | +94.9% |
| YTD | +58.3% | +11.4% | +46.9% | +38.6% |
| 1Y | +54.8% | +11.9% | +42.9% | +34.7% |
| 3Y | +11.7% | +73.9% | -62.2% | -42.5% |
| 5Y | -80.0% | +57.9% | -137.9% | -88.2% |
| All | -7.9% | +222.7% | -230.6% | -75.4% |
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