+4,296.7%
CLMB vs VT
+345.0%
+3,951.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.4% | -5.5% |
| 7D | -4.8% | -4.2% | -0.6% | -2.7% |
| 30D | +21.5% | -5.8% | +27.3% | +25.0% |
| 3M | +47.0% | -5.2% | +52.2% | +50.9% |
| 6M | +102.4% | +0.1% | +102.3% | +101.9% |
| YTD | +55.1% | +8.2% | +46.8% | +49.0% |
| 1Y | +41.5% | +10.1% | +31.4% | +34.9% |
| 3Y | +276.7% | +69.7% | +207.1% | +200.6% |
| 5Y | +498.1% | +53.4% | +444.7% | +394.9% |
| 10Y | +1,119.0% | +219.2% | +899.8% | +651.1% |
| All | +4,296.7% | +345.0% | +3,951.7% | +2,134.5% |
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 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