-87.7%
CLB vs VT
+224.5%
-312.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | +0.4% | +1.0% | +0.8% |
| 30D | +14.6% | +1.0% | +13.6% | +13.1% |
| 3M | -8.1% | +2.4% | -10.5% | -11.2% |
| 6M | -24.1% | +12.0% | -36.1% | -36.3% |
| YTD | -21.6% | +15.3% | -36.9% | -37.0% |
| 1Y | +0.8% | +22.6% | -21.8% | -25.3% |
| 3Y | -49.3% | +74.7% | -123.9% | -77.1% |
| 5Y | -54.6% | +66.1% | -120.7% | -77.9% |
| All | -87.7% | +224.5% | -312.1% | -96.9% |
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 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