+51.4%
CLBK vs VLTO
+69.5%
-18.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -0.8% |
| 7D | +2.5% | +0.8% | +1.6% | +2.2% |
| 30D | +3.7% | +18.7% | -15.0% | -1.8% |
| 3M | -3.3% | +21.7% | -25.0% | -9.2% |
| 6M | +29.6% | +35.8% | -6.2% | +17.0% |
| YTD | +60.3% | +18.3% | +42.0% | +51.9% |
| 1Y | +63.4% | +20.9% | +42.5% | +53.2% |
| All | +51.4% | +69.5% | -18.1% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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