+509.0%
CLMB vs VT
+60.6%
+448.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.3% |
| 7D | +29.9% | -0.3% | +30.2% | +30.2% |
| 30D | +27.6% | -1.4% | +29.1% | +29.0% |
| 3M | +60.8% | -1.4% | +62.1% | +62.5% |
| 6M | +129.5% | +5.5% | +124.0% | +118.6% |
| YTD | +67.5% | +12.8% | +54.7% | +50.1% |
| 1Y | +52.3% | +15.4% | +36.9% | +33.8% |
| 3Y | +307.0% | +76.9% | +230.1% | +168.0% |
| 5Y | +509.0% | +60.4% | +448.6% | +346.5% |
| All | +509.0% | +60.6% | +448.4% | +346.5% |
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