+46.4%
VTRS vs CLBK
+43.5%
+2.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -2.2% | -1.5% | -0.7% | -1.8% |
| 30D | +3.3% | -1.0% | +4.3% | +3.6% |
| 3M | +2.0% | +22.9% | -20.9% | -3.9% |
| 6M | +19.9% | +44.2% | -24.3% | +8.2% |
| YTD | +35.7% | +64.0% | -28.2% | +18.1% |
| 1Y | +68.1% | +65.7% | +2.4% | +45.4% |
| 3Y | +87.1% | +54.1% | +33.0% | +60.9% |
| All | +46.4% | +43.5% | +2.9% | +22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling