-49.4%
VG vs CLBK
+62.5%
-111.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.7% |
| 7D | -7.7% | +2.9% | -10.6% | -8.0% |
| 30D | -8.8% | +5.4% | -14.2% | -9.4% |
| 3M | -15.6% | +5.8% | -21.4% | -16.1% |
| 6M | +5.2% | +28.9% | -23.7% | +2.4% |
| YTD | +76.9% | +61.8% | +15.1% | +60.8% |
| 1Y | +42.5% | +63.1% | -20.6% | +28.1% |
| All | -49.4% | +62.5% | -111.8% | -58.6% |
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