+115.5%
CLSE price history and return analytics
+70.5%
+45.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -8.0% | -3.1% | -4.9% | -6.3% |
| 3M | -5.8% | -3.5% | -2.3% | -3.9% |
| 6M | -4.1% | +0.5% | -4.6% | -4.5% |
| YTD | +15.8% | +10.8% | +5.1% | +8.9% |
| 1Y | +17.1% | +11.9% | +5.2% | +9.5% |
| 3Y | +91.6% | +73.0% | +18.7% | +42.2% |
| All | +115.5% | +70.5% | +45.0% | +60.4% |
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