+27.0%
CLOA price history and return analytics
+84.0%
-56.9%
-1.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | 0.0% | -3.1% | +3.0% | 0.0% |
| 3M | +0.8% | -3.5% | +4.3% | +0.9% |
| 6M | +1.9% | +0.5% | +1.4% | +1.8% |
| YTD | +3.7% | +10.8% | -7.1% | +3.4% |
| 1Y | +4.4% | +11.9% | -7.4% | +4.1% |
| 3Y | +18.9% | +73.0% | -54.1% | +17.7% |
| All | +27.0% | +84.0% | -56.9% | +26.2% |
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