+67.4%
CLBK vs VT
+157.9%
-90.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | +9.1% | +1.0% | +8.2% | +8.3% |
| 3M | +27.7% | +2.4% | +25.3% | +25.1% |
| 6M | +40.8% | +12.0% | +28.8% | +28.8% |
| YTD | +66.4% | +15.3% | +51.0% | +48.7% |
| 1Y | +72.4% | +22.6% | +49.8% | +47.1% |
| 3Y | +50.7% | +74.7% | -24.0% | -0.4% |
| 5Y | +42.9% | +66.1% | -23.2% | -2.5% |
| All | +67.4% | +157.9% | -90.6% | -20.1% |
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