+55.6%
VFC vs CLBK
+65.7%
-10.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +4.0% |
| 7D | +21.5% | +4.6% | +16.9% | +18.7% |
| 30D | +46.7% | -1.5% | +48.2% | +47.8% |
| 3M | +38.4% | +4.4% | +34.0% | +33.6% |
| 6M | +15.2% | +31.7% | -16.5% | -6.7% |
| YTD | +17.8% | +58.7% | -40.9% | -20.6% |
| 1Y | +55.6% | +64.9% | -9.3% | -1.7% |
| All | +55.6% | +65.7% | -10.2% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling