+24.5%
CLBT vs VT
+57.4%
-32.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.4% |
| 7D | +4.7% | +0.4% | +4.3% | +4.2% |
| 30D | +12.8% | -2.6% | +15.4% | +15.4% |
| 3M | -20.7% | -3.2% | -17.4% | -18.7% |
| 6M | -6.8% | +0.9% | -7.7% | -8.5% |
| YTD | -29.6% | +11.3% | -40.9% | -37.5% |
| 1Y | -17.5% | +14.0% | -31.5% | -28.8% |
| 3Y | +74.2% | +75.8% | -1.6% | -4.5% |
| 5Y | +24.5% | +57.8% | -33.3% | -15.1% |
| All | +24.5% | +57.4% | -32.9% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling