+130.3%
CLSE price history and return analytics
+74.0%
+56.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.3% |
| 7D | -0.5% | -2.0% | +1.5% | +0.6% |
| 30D | +1.4% | -1.4% | +2.8% | +2.2% |
| 3M | +1.6% | +4.7% | -3.1% | -1.2% |
| 6M | +20.8% | +11.4% | +9.4% | +13.3% |
| YTD | +23.8% | +13.1% | +10.7% | +15.1% |
| 1Y | +33.0% | +19.0% | +14.0% | +20.2% |
| 3Y | +114.0% | +73.9% | +40.1% | +58.1% |
| All | +130.3% | +74.0% | +56.2% | +69.5% |
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 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