+42.0%
CLBK vs VO
+42.2%
-0.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.7% |
| 7D | -1.5% | -0.6% | -0.9% | -1.0% |
| 30D | +6.7% | -1.9% | +8.6% | +8.2% |
| 3M | +21.2% | +3.3% | +17.9% | +18.3% |
| 6M | +42.0% | +9.7% | +32.3% | +32.6% |
| YTD | +63.3% | +12.6% | +50.6% | +49.6% |
| 1Y | +65.4% | +13.6% | +51.7% | +50.8% |
| 3Y | +52.5% | +56.8% | -4.3% | +15.5% |
| 5Y | +42.0% | +42.3% | -0.3% | +12.0% |
| All | +42.0% | +42.2% | -0.3% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling