+3.8%
VCIT vs CLBK
+27.9%
-24.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | -0.6% |
| 7D | -1.4% | +2.5% | -3.8% | -1.5% |
| 30D | +0.8% | +3.7% | -2.9% | +0.7% |
| 3M | -1.7% | -3.3% | +1.5% | -1.7% |
| 6M | -2.1% | +29.6% | -31.7% | -2.8% |
| YTD | -2.0% | +60.3% | -62.3% | -3.3% |
| 1Y | -1.5% | +63.4% | -64.9% | -2.8% |
| 3Y | +19.0% | +53.8% | -34.9% | +17.2% |
| 5Y | +3.8% | +29.0% | -25.2% | +2.5% |
| All | +3.8% | +27.9% | -24.1% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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