-92.1%
CLIR price history and return analytics
+224.7%
-316.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -0.5% | +10.7% | +10.8% |
| 7D | +3.9% | +1.0% | +2.8% | +2.7% |
| 30D | +14.9% | -0.2% | +15.2% | +14.9% |
| 3M | +3.9% | +4.5% | -0.7% | -1.7% |
| 6M | -20.2% | +14.1% | -34.2% | -30.8% |
| YTD | -23.0% | +14.8% | -37.8% | -34.0% |
| 1Y | -26.9% | +21.2% | -48.1% | -40.7% |
| 3Y | -56.5% | +76.6% | -133.0% | -75.9% |
| 5Y | -80.8% | +66.6% | -147.4% | -88.6% |
| All | -92.1% | +224.7% | -316.8% | -97.5% |
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