-2.9%
CLDT price history and return analytics
+226.9%
-229.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +1.6% |
| 7D | -0.3% | -2.0% | +1.7% | +2.5% |
| 30D | +4.0% | -1.4% | +5.4% | +6.0% |
| 3M | +6.8% | +4.7% | +2.0% | -0.4% |
| 6M | +67.3% | +11.4% | +55.9% | +41.9% |
| YTD | +94.1% | +13.1% | +81.0% | +60.7% |
| 1Y | +90.6% | +19.0% | +71.6% | +46.3% |
| 3Y | +48.0% | +73.9% | -26.0% | -34.4% |
| 5Y | +27.7% | +65.4% | -37.7% | -38.9% |
| All | -2.9% | +226.9% | -229.7% | -77.8% |
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