-34.8%
CLYM price history and return analytics
+63.6%
-98.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.4% |
| 7D | +0.7% | +2.4% | -1.7% | -1.4% |
| 30D | +0.7% | -1.5% | +2.2% | +2.5% |
| 3M | -29.7% | -4.1% | -25.5% | -26.6% |
| 6M | -9.2% | +0.6% | -9.8% | -9.3% |
| YTD | +159.0% | +11.0% | +148.0% | +138.3% |
| 1Y | +454.0% | +13.3% | +440.7% | +400.7% |
| 3Y | +303.1% | +73.4% | +229.7% | +172.8% |
| 5Y | -42.3% | +57.4% | -99.7% | -51.2% |
| All | -34.8% | +63.6% | -98.4% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling