+148.3%
VT vs CLBK
+62.6%
+85.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.1% | +2.4% | -2.6% | -0.8% |
| 30D | -3.1% | +4.9% | -8.0% | -4.4% |
| 3M | -3.5% | +5.3% | -8.8% | -5.1% |
| 6M | +0.5% | +28.3% | -27.9% | -6.9% |
| YTD | +10.8% | +61.1% | -50.3% | -4.2% |
| 1Y | +11.9% | +62.4% | -50.5% | -3.5% |
| 3Y | +73.0% | +54.7% | +18.3% | +46.6% |
| 5Y | +58.6% | +27.4% | +31.2% | +37.1% |
| All | +148.3% | +62.6% | +85.7% | +89.4% |
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