+61.2%
CLBK vs VO
+140.0%
-78.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.5% |
| 7D | +2.5% | +2.9% | -0.5% | +0.3% |
| 30D | +3.7% | +1.0% | +2.7% | +2.8% |
| 3M | -3.3% | -1.7% | -1.5% | -2.2% |
| 6M | +29.6% | +6.7% | +23.0% | +23.4% |
| YTD | +60.3% | +14.0% | +46.3% | +45.3% |
| 1Y | +63.4% | +13.7% | +49.7% | +48.5% |
| 3Y | +53.8% | +65.8% | -12.0% | +9.1% |
| 5Y | +29.0% | +36.6% | -7.6% | +3.0% |
| All | +61.2% | +140.0% | -78.8% | -12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling