+28.2%
CLBT vs VT
+100.5%
-72.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +3.2% |
| 7D | +0.8% | -4.2% | +5.0% | +4.6% |
| 30D | +8.9% | -5.8% | +14.7% | +14.7% |
| 3M | -20.8% | -5.2% | -15.6% | -17.4% |
| 6M | -8.9% | +0.1% | -9.0% | -10.1% |
| YTD | -31.3% | +8.2% | -39.6% | -37.1% |
| 1Y | -22.9% | +10.1% | -33.0% | -30.7% |
| 3Y | +70.1% | +69.7% | +0.4% | +0.6% |
| 5Y | +18.5% | +53.4% | -34.9% | -22.9% |
| All | +28.2% | +100.5% | -72.4% | -23.3% |
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