+1,119.0%
CLMB vs VT
+214.8%
+904.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.4% | -4.9% |
| 7D | -4.8% | -4.2% | -0.6% | -2.0% |
| 30D | +21.5% | -5.8% | +27.3% | +26.3% |
| 3M | +47.0% | -5.2% | +52.2% | +52.2% |
| 6M | +102.4% | +0.1% | +102.3% | +101.6% |
| YTD | +55.1% | +8.2% | +46.8% | +46.6% |
| 1Y | +41.5% | +10.1% | +31.4% | +32.2% |
| 3Y | +276.7% | +69.7% | +207.1% | +178.0% |
| 5Y | +498.1% | +53.4% | +444.7% | +362.5% |
| All | +1,119.0% | +214.8% | +904.2% | +616.3% |
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 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