-75.3%
CLVT price history and return analytics
+164.0%
-239.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -1.5% |
| 7D | +42.8% | +0.4% | +42.4% | +41.3% |
| 30D | +47.2% | -2.6% | +49.8% | +50.3% |
| 3M | +30.2% | -3.2% | +33.5% | +33.8% |
| 6M | -14.7% | +0.9% | -15.7% | -17.0% |
| YTD | -29.0% | +11.3% | -40.4% | -38.4% |
| 1Y | -31.3% | +14.0% | -45.3% | -42.0% |
| 3Y | -63.5% | +75.8% | -139.3% | -80.4% |
| 5Y | -89.8% | +57.8% | -147.6% | -93.8% |
| All | -75.3% | +164.0% | -239.3% | -89.2% |
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