-75.6%
CLVT price history and return analytics
+157.3%
-232.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +41.8% | -2.3% | +44.1% | +44.5% |
| 30D | +59.2% | -5.0% | +64.1% | +66.8% |
| 3M | +26.5% | -4.9% | +31.4% | +32.3% |
| 6M | -15.8% | -1.5% | -14.3% | -15.8% |
| YTD | -29.9% | +8.5% | -38.4% | -37.5% |
| 1Y | -31.6% | +11.4% | -43.0% | -40.7% |
| 3Y | -65.4% | +70.1% | -135.5% | -80.8% |
| 5Y | -90.0% | +53.7% | -143.7% | -93.8% |
| All | -75.6% | +157.3% | -232.9% | -89.1% |
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