-16.5%
CLOU price history and return analytics
+57.4%
-73.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -2.4% |
| 7D | -4.4% | +0.4% | -4.8% | -4.9% |
| 30D | -13.2% | -2.6% | -10.6% | -9.9% |
| 3M | -4.1% | -3.2% | -0.9% | +0.4% |
| 6M | +13.9% | +0.9% | +13.0% | +11.9% |
| YTD | +15.6% | +11.3% | +4.3% | -2.1% |
| 1Y | +10.7% | +14.0% | -3.3% | -9.6% |
| 3Y | +40.7% | +75.8% | -35.1% | -40.1% |
| 5Y | -16.5% | +57.8% | -74.3% | -57.1% |
| All | -16.5% | +57.4% | -73.8% | -57.1% |
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