+75.8%
VT vs CLBK
+51.7%
+24.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | +1.2% | -0.8% | +0.2% |
| 30D | +1.0% | +9.1% | -8.2% | -0.8% |
| 3M | +2.4% | +27.7% | -25.3% | -2.6% |
| 6M | +12.0% | +40.8% | -28.8% | +4.3% |
| YTD | +15.3% | +66.4% | -51.0% | +3.7% |
| 1Y | +22.6% | +72.4% | -49.8% | +9.2% |
| All | +75.8% | +51.7% | +24.1% | +56.8% |
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