+167.6%
VTR vs CLBK
+65.5%
+102.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.3% | -1.5% | +1.1% | +0.2% |
| 30D | +1.1% | -1.0% | +2.1% | +1.5% |
| 3M | +7.9% | +22.9% | -15.0% | -0.6% |
| 6M | +6.2% | +44.2% | -38.0% | -8.2% |
| YTD | +17.7% | +64.0% | -46.2% | -3.8% |
| 1Y | +32.9% | +65.7% | -32.8% | +7.4% |
| 3Y | +129.7% | +54.1% | +75.6% | +81.0% |
| 5Y | +89.3% | +44.7% | +44.6% | +35.7% |
| All | +167.6% | +65.5% | +102.1% | +73.1% |
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