+379.7%
VRT vs CLBK
+54.0%
+325.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.5% |
| 7D | +10.5% | +0.9% | +9.6% | +10.3% |
| 30D | -9.3% | +3.4% | -12.7% | -10.0% |
| 3M | -29.6% | -4.3% | -25.3% | -28.9% |
| 6M | -45.4% | +28.4% | -73.7% | -48.6% |
| YTD | +24.8% | +59.4% | -34.6% | +10.2% |
| 1Y | +23.6% | +64.8% | -41.2% | +7.9% |
| 3Y | +379.7% | +50.6% | +329.1% | +306.3% |
| All | +379.7% | +54.0% | +325.7% | +306.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling