+2,944.0%
CLS price history and return analytics
+221.4%
+2,722.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +6.4% |
| 7D | +12.8% | +1.0% | +11.8% | +11.1% |
| 30D | +3.8% | -0.2% | +4.1% | +4.5% |
| 3M | -14.6% | +4.5% | -19.2% | -19.2% |
| 6M | +32.2% | +14.1% | +18.2% | +11.7% |
| YTD | +11.6% | +14.8% | -3.1% | -6.3% |
| 1Y | +35.1% | +21.2% | +13.9% | +6.3% |
| 3Y | +1,312.5% | +76.6% | +1,236.0% | +615.4% |
| 5Y | +3,542.1% | +66.6% | +3,475.5% | +1,917.8% |
| 10Y | +2,944.0% | +222.3% | +2,721.7% | +762.3% |
| All | +2,944.0% | +221.4% | +2,722.6% | +762.3% |
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