-31.0%
CLYM price history and return analytics
+59.8%
-90.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.3% |
| 7D | +31.3% | -0.7% | +32.0% | +32.3% |
| 30D | +13.1% | -1.7% | +14.9% | +15.2% |
| 3M | -11.6% | -2.3% | -9.2% | -9.5% |
| 6M | +10.2% | +1.5% | +8.6% | +9.1% |
| YTD | +206.3% | +12.0% | +194.2% | +180.6% |
| 1Y | +544.7% | +12.9% | +531.9% | +487.4% |
| 3Y | +371.2% | +74.9% | +296.2% | +229.8% |
| 5Y | -31.0% | +59.9% | -90.9% | -50.3% |
| All | -31.0% | +59.8% | -90.7% | -50.3% |
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