-48.3%
CLB vs VT
+75.0%
-123.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | +0.4% | +1.0% | +0.9% |
| 30D | +14.6% | +1.0% | +13.6% | +13.2% |
| 3M | -8.1% | +2.4% | -10.5% | -10.8% |
| 6M | -24.1% | +12.0% | -36.1% | -35.1% |
| YTD | -21.6% | +15.3% | -36.9% | -35.9% |
| 1Y | +0.8% | +22.6% | -21.8% | -24.2% |
| All | -48.3% | +75.0% | -123.3% | -73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling