+501.8%
VGT vs CLBK
+65.5%
+436.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -1.5% | +1.3% | +0.3% |
| 30D | -0.4% | -1.0% | +0.6% | -0.1% |
| 3M | +4.4% | +22.9% | -18.5% | -2.1% |
| 6M | +32.1% | +44.2% | -12.1% | +17.9% |
| YTD | +28.8% | +64.0% | -35.2% | +10.2% |
| 1Y | +35.3% | +65.7% | -30.3% | +15.0% |
| 3Y | +124.8% | +54.1% | +70.7% | +90.0% |
| 5Y | +137.9% | +44.7% | +93.2% | +93.8% |
| All | +501.8% | +65.5% | +436.3% | +373.2% |
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