-64.8%
CLW price history and return analytics
+57.4%
-122.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -2.4% |
| 7D | -3.2% | +0.4% | -3.6% | -3.6% |
| 30D | -30.4% | -2.6% | -27.8% | -29.2% |
| 3M | -43.3% | -3.2% | -40.1% | -42.1% |
| 6M | -3.4% | +0.9% | -4.3% | -4.7% |
| YTD | -24.1% | +11.3% | -35.4% | -30.3% |
| 1Y | -26.9% | +14.0% | -40.9% | -34.2% |
| 3Y | -63.2% | +75.8% | -139.1% | -74.9% |
| 5Y | -64.8% | +57.8% | -122.6% | -74.9% |
| All | -64.8% | +57.4% | -122.2% | -74.9% |
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