+149.5%
VT vs CLBK
+62.9%
+86.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.0% |
| 7D | +0.4% | +1.8% | -1.4% | -0.1% |
| 30D | -2.6% | +5.1% | -7.7% | -4.0% |
| 3M | -3.2% | +5.2% | -8.4% | -4.8% |
| 6M | +0.9% | +28.6% | -27.6% | -6.5% |
| YTD | +11.3% | +61.4% | -50.1% | -3.7% |
| 1Y | +14.0% | +64.7% | -50.7% | -2.1% |
| 3Y | +75.8% | +55.1% | +20.7% | +48.9% |
| 5Y | +57.8% | +28.4% | +29.5% | +36.0% |
| All | +149.5% | +62.9% | +86.6% | +90.2% |
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