+2,308.9%
CLS price history and return analytics
+346.0%
+1,962.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.2% |
| 7D | -22.2% | -2.3% | -19.8% | -19.6% |
| 30D | -44.4% | -5.0% | -39.4% | -40.1% |
| 3M | -34.3% | -4.9% | -29.4% | -29.0% |
| 6M | -50.1% | -1.5% | -48.5% | -47.5% |
| YTD | -30.1% | +8.5% | -38.6% | -34.1% |
| 1Y | -39.3% | +11.4% | -50.7% | -44.2% |
| 3Y | +732.7% | +70.1% | +662.6% | +394.6% |
| 5Y | +1,777.2% | +53.7% | +1,723.5% | +1,180.1% |
| 10Y | +1,645.6% | +220.0% | +1,425.7% | +447.8% |
| All | +2,308.9% | +346.0% | +1,962.8% | +378.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling