+65.1%
CLBK vs VO
+134.9%
-69.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.2% |
| 7D | -1.4% | -2.5% | +1.1% | +0.4% |
| 30D | +4.5% | -3.2% | +7.8% | +7.0% |
| 3M | +22.8% | +3.9% | +18.9% | +19.2% |
| 6M | +43.4% | +9.6% | +33.8% | +33.9% |
| YTD | +64.1% | +11.6% | +52.5% | +51.3% |
| 1Y | +67.6% | +12.6% | +54.9% | +53.6% |
| 3Y | +53.3% | +55.4% | -2.1% | +13.7% |
| 5Y | +44.8% | +41.8% | +3.0% | +12.6% |
| All | +65.1% | +134.9% | -69.8% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling