-20.2%
CLWT price history and return analytics
+222.7%
-242.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.9% |
| 7D | +3.0% | -0.1% | +3.2% | +3.1% |
| 30D | +7.6% | -0.7% | +8.3% | +8.0% |
| 3M | +32.0% | +4.0% | +28.0% | +29.7% |
| 6M | +28.0% | +12.3% | +15.7% | +20.8% |
| YTD | +40.8% | +14.0% | +26.8% | +31.7% |
| 1Y | +25.2% | +20.3% | +4.9% | +13.9% |
| 3Y | +6.6% | +75.4% | -68.8% | -21.8% |
| 5Y | -49.1% | +66.0% | -115.1% | -61.8% |
| 10Y | -20.2% | +228.2% | -248.4% | -48.0% |
| All | -20.2% | +222.7% | -242.9% | -48.0% |
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