-76.0%
CLVT price history and return analytics
+164.1%
-240.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.2% |
| 7D | -1.3% | +2.9% | -4.2% | -4.3% |
| 30D | +43.7% | -2.5% | +46.3% | +46.6% |
| 3M | +23.7% | -3.3% | +27.0% | +27.1% |
| 6M | -9.4% | +1.5% | -11.0% | -12.5% |
| YTD | -31.1% | +11.4% | -42.5% | -40.3% |
| 1Y | -33.7% | +11.9% | -45.6% | -42.8% |
| 3Y | -65.0% | +73.9% | -138.9% | -81.0% |
| 5Y | -90.1% | +57.9% | -148.0% | -94.0% |
| All | -76.0% | +164.1% | -240.2% | -89.5% |
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