+129.7%
VTR vs CLBK
+52.2%
+77.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.3% | -1.5% | +1.1% | -0.1% |
| 30D | +1.1% | -1.0% | +2.1% | +1.2% |
| 3M | +7.9% | +22.9% | -15.0% | +5.3% |
| 6M | +6.2% | +44.2% | -38.0% | +1.7% |
| YTD | +17.7% | +64.0% | -46.2% | +11.0% |
| 1Y | +32.9% | +65.7% | -32.8% | +25.0% |
| 3Y | +129.7% | +54.1% | +75.6% | +114.5% |
| All | +129.7% | +52.2% | +77.5% | +114.5% |
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