+58.9%
CLBK vs VT
+142.6%
-83.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +0.6% | -2.3% | +3.0% | +2.3% |
| 30D | +2.9% | -5.0% | +7.8% | +6.6% |
| 3M | +3.0% | -4.9% | +7.8% | +6.6% |
| 6M | +27.3% | -1.5% | +28.8% | +28.0% |
| YTD | +58.0% | +8.5% | +49.5% | +47.4% |
| 1Y | +62.4% | +11.4% | +51.0% | +48.5% |
| 3Y | +46.9% | +70.1% | -23.1% | -1.1% |
| 5Y | +25.3% | +53.7% | -28.5% | -9.6% |
| All | +58.9% | +142.6% | -83.7% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling