+89.7%
VTRS vs CLBK
+65.7%
+24.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | +2.4% | +4.6% | -2.2% | +1.3% |
| 30D | +9.1% | -1.5% | +10.6% | +9.5% |
| 3M | +9.4% | +4.4% | +5.0% | +7.6% |
| 6M | +28.3% | +31.7% | -3.3% | +16.3% |
| YTD | +58.0% | +58.7% | -0.7% | +35.6% |
| 1Y | +89.7% | +64.9% | +24.9% | +60.8% |
| All | +89.7% | +65.7% | +24.0% | +60.8% |
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 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