+64.9%
CLBK vs VIG
+19.5%
+45.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | -0.9% |
| 7D | +4.6% | +2.7% | +1.9% | +2.1% |
| 30D | -1.5% | +7.0% | -8.5% | -7.4% |
| 3M | +4.4% | +4.0% | +0.4% | +0.7% |
| 6M | +31.7% | +12.3% | +19.4% | +17.2% |
| YTD | +58.7% | +16.4% | +42.3% | +37.1% |
| 1Y | +64.9% | +19.2% | +45.6% | +39.2% |
| All | +64.9% | +19.5% | +45.3% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling