-81.6%
CLAR price history and return analytics
+53.4%
-135.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.1% | +0.2% | +17.9% | +17.8% |
| 7D | +13.3% | -2.3% | +15.6% | +16.9% |
| 30D | +47.2% | -5.0% | +52.2% | +57.9% |
| 3M | +50.0% | -4.9% | +54.9% | +60.9% |
| 6M | +73.5% | -1.5% | +75.1% | +76.0% |
| YTD | +53.7% | +8.5% | +45.2% | +35.7% |
| 1Y | +59.6% | +11.4% | +48.2% | +35.3% |
| 3Y | -7.0% | +70.1% | -77.0% | -58.8% |
| All | -81.6% | +53.4% | -135.0% | -90.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling