+107.6%
VEA vs CLBK
+65.5%
+42.1%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.5% | -1.5% | 0.0% | -1.1% |
| 30D | -0.8% | -1.0% | +0.2% | -0.6% |
| 3M | +2.5% | +22.9% | -20.4% | -3.3% |
| 6M | +11.1% | +44.2% | -33.1% | +0.4% |
| YTD | +17.2% | +64.0% | -46.8% | +2.0% |
| 1Y | +24.5% | +65.7% | -41.2% | +7.7% |
| 3Y | +75.4% | +54.1% | +21.4% | +50.5% |
| 5Y | +61.1% | +44.7% | +16.4% | +32.6% |
| All | +107.6% | +65.5% | +42.1% | +59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling