-41.3%
CLYM price history and return analytics
+65.7%
-106.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.7% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | +11.2% | -0.7% | +11.8% | +11.8% |
| 3M | +35.2% | +4.0% | +31.2% | +30.2% |
| 6M | +107.6% | +12.3% | +95.3% | +87.6% |
| YTD | +276.3% | +14.0% | +262.2% | +237.6% |
| 1Y | +532.4% | +20.3% | +512.1% | +445.9% |
| 3Y | +467.9% | +75.4% | +392.5% | +285.7% |
| 5Y | -41.3% | +66.0% | -107.2% | -57.3% |
| All | -41.3% | +65.7% | -106.9% | -57.3% |
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