+12.9%
VT vs CLBK
+62.9%
-50.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | -0.7% | +2.2% | -2.8% | -1.0% |
| 30D | -1.7% | +5.0% | -6.7% | -2.3% |
| 3M | -2.3% | +3.3% | -5.6% | -2.7% |
| 6M | +1.5% | +29.6% | -28.1% | -2.8% |
| YTD | +12.0% | +62.1% | -50.1% | +4.0% |
| 1Y | +12.9% | +64.3% | -51.5% | +4.2% |
| All | +12.9% | +62.9% | -50.0% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling