+53.4%
CLBK vs VEU
+74.2%
-20.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.8% |
| 7D | -1.5% | +0.3% | -1.8% | -1.7% |
| 30D | +6.7% | +0.7% | +6.0% | +6.2% |
| 3M | +21.2% | +4.7% | +16.5% | +17.0% |
| 6M | +42.0% | +11.6% | +30.3% | +30.2% |
| YTD | +63.3% | +16.8% | +46.5% | +43.5% |
| 1Y | +65.4% | +24.9% | +40.5% | +37.3% |
| All | +53.4% | +74.2% | -20.8% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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