+1,838.4%
CLS price history and return analytics
+57.4%
+1,781.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.6% | +5.3% | +2.7% |
| 7D | -10.6% | +0.4% | -10.9% | -10.8% |
| 30D | -38.4% | -2.6% | -35.9% | -34.3% |
| 3M | -29.9% | -3.2% | -26.6% | -23.8% |
| 6M | -40.6% | +0.9% | -41.6% | -39.3% |
| YTD | -24.6% | +11.3% | -35.9% | -34.9% |
| 1Y | -30.8% | +14.0% | -44.8% | -42.0% |
| 3Y | +811.7% | +75.8% | +735.9% | +317.1% |
| 5Y | +1,838.4% | +57.8% | +1,780.6% | +931.0% |
| All | +1,838.4% | +57.4% | +1,781.1% | +931.0% |
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