+349.0%
CLMB vs VT
+66.2%
+282.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +3.1% | +0.4% | +2.6% | +2.7% |
| 30D | +7.6% | +1.0% | +6.6% | +6.8% |
| 3M | +27.5% | +2.4% | +25.1% | +24.7% |
| 6M | +28.8% | +12.0% | +16.8% | +16.6% |
| YTD | +13.5% | +15.3% | -1.8% | +0.3% |
| 1Y | -11.1% | +22.6% | -33.7% | -25.2% |
| 3Y | +176.5% | +74.7% | +101.8% | +84.4% |
| All | +349.0% | +66.2% | +282.8% | +207.4% |
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