-98.3%
CLIK price history and return analytics
+39.2%
-137.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.5% | +5.1% |
| 7D | -1.8% | -1.1% | -0.7% | -0.1% |
| 30D | -5.7% | -1.0% | -4.7% | -4.2% |
| 3M | -17.4% | +3.2% | -20.5% | -21.6% |
| 6M | -62.1% | +12.5% | -74.6% | -68.4% |
| YTD | -74.7% | +14.1% | -88.7% | -79.7% |
| 1Y | -86.9% | +18.9% | -105.8% | -90.0% |
| All | -98.3% | +39.2% | -137.5% | -99.0% |
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 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