+158.5%
VT vs CLBK
+67.9%
+90.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | +1.2% | -0.8% | +0.1% |
| 30D | +1.0% | +9.1% | -8.2% | -1.6% |
| 3M | +2.4% | +27.7% | -25.3% | -4.8% |
| 6M | +12.0% | +40.8% | -28.8% | +1.2% |
| YTD | +15.3% | +66.4% | -51.0% | -1.0% |
| 1Y | +22.6% | +72.4% | -49.8% | +3.7% |
| 3Y | +74.7% | +50.7% | +24.0% | +49.6% |
| 5Y | +66.1% | +42.9% | +23.2% | +36.6% |
| All | +158.5% | +67.9% | +90.6% | +95.6% |
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