-80.6%
CLAR price history and return analytics
+57.4%
-137.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -1.5% |
| 7D | +14.5% | +0.4% | +14.1% | +13.7% |
| 30D | +46.6% | -2.6% | +49.2% | +51.9% |
| 3M | +39.2% | -3.2% | +42.5% | +45.6% |
| 6M | +73.2% | +0.9% | +72.3% | +69.5% |
| YTD | +57.0% | +11.3% | +45.7% | +33.7% |
| 1Y | +44.4% | +14.0% | +30.4% | +18.5% |
| 3Y | +12.7% | +75.8% | -63.2% | -52.4% |
| 5Y | -80.6% | +57.8% | -138.4% | -89.9% |
| All | -80.6% | +57.4% | -137.9% | -89.9% |
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