+1,929.4%
CLS price history and return analytics
+224.4%
+1,705.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.1% | +7.4% | +6.7% |
| 7D | +2.8% | -0.7% | +3.5% | +4.8% |
| 30D | -30.1% | -1.7% | -28.3% | -27.2% |
| 3M | -21.7% | -2.3% | -19.4% | -17.4% |
| 6M | -36.2% | +1.5% | -37.8% | -35.4% |
| YTD | -17.8% | +12.0% | -29.9% | -27.4% |
| 1Y | -26.8% | +12.9% | -39.7% | -35.3% |
| 3Y | +853.4% | +74.9% | +778.4% | +395.0% |
| 5Y | +2,005.0% | +59.9% | +1,945.1% | +1,146.7% |
| 10Y | +1,929.4% | +224.6% | +1,704.8% | +439.8% |
| All | +1,929.4% | +224.4% | +1,705.1% | +439.8% |
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