+28.9%
CLBT vs VT
+101.0%
-72.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.4% |
| 7D | +2.5% | -2.3% | +4.8% | +4.5% |
| 30D | +10.9% | -5.0% | +15.9% | +15.9% |
| 3M | -19.5% | -4.9% | -14.6% | -16.2% |
| 6M | -5.5% | -1.5% | -3.9% | -5.1% |
| YTD | -30.9% | +8.5% | -39.4% | -36.9% |
| 1Y | -18.4% | +11.4% | -29.8% | -27.5% |
| 3Y | +72.4% | +70.1% | +2.4% | +1.7% |
| 5Y | +19.1% | +53.7% | -34.6% | -22.6% |
| All | +28.9% | +101.0% | -72.1% | -23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling