-67.2%
CLW price history and return analytics
+222.7%
-289.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.5% |
| 7D | -4.8% | -0.1% | -4.6% | -4.7% |
| 30D | -12.7% | -0.7% | -12.1% | -12.2% |
| 3M | +22.2% | +4.0% | +18.2% | +17.5% |
| 6M | +37.0% | +12.3% | +24.7% | +23.5% |
| YTD | +14.5% | +14.0% | +0.5% | +2.0% |
| 1Y | -6.6% | +20.3% | -26.9% | -20.6% |
| 3Y | -43.6% | +75.4% | -119.0% | -65.3% |
| 5Y | -41.3% | +66.0% | -107.2% | -62.6% |
| 10Y | -67.2% | +228.2% | -295.4% | -89.1% |
| All | -67.2% | +222.7% | -289.8% | -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