-63.3%
CLRB vs VT
+15.2%
-78.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.7% | -7.8% | -8.8% |
| 7D | -0.8% | -0.3% | -0.5% | -0.5% |
| 30D | -26.3% | -1.4% | -24.9% | -24.3% |
| 3M | -52.0% | -1.4% | -50.6% | -50.9% |
| 6M | -56.5% | +5.5% | -62.0% | -60.2% |
| YTD | -58.3% | +12.8% | -71.1% | -65.0% |
| 1Y | -63.3% | +15.4% | -78.7% | -71.3% |
| All | -63.3% | +15.2% | -78.5% | -71.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling