+2,029.3%
CLS price history and return analytics
+222.7%
+1,806.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +5.5% |
| 7D | +23.5% | +2.9% | +20.6% | +18.3% |
| 30D | -28.9% | -2.5% | -26.4% | -25.1% |
| 3M | -25.2% | -3.3% | -21.8% | -19.7% |
| 6M | -32.1% | +1.5% | -33.6% | -31.3% |
| YTD | -14.1% | +11.4% | -25.4% | -23.3% |
| 1Y | -24.1% | +11.9% | -36.0% | -32.1% |
| 3Y | +897.0% | +73.9% | +823.1% | +422.5% |
| 5Y | +2,089.9% | +57.9% | +2,032.0% | +1,220.2% |
| All | +2,029.3% | +222.7% | +1,806.6% | +474.6% |
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