+162.8%
VTV vs CLBK
+65.5%
+97.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -1.1% | -1.5% | +0.4% | -0.7% |
| 30D | -1.0% | -1.0% | 0.0% | -0.7% |
| 3M | +4.6% | +22.9% | -18.3% | -2.2% |
| 6M | +13.5% | +44.2% | -30.7% | +0.7% |
| YTD | +18.5% | +64.0% | -45.5% | +0.6% |
| 1Y | +22.9% | +65.7% | -42.8% | +3.5% |
| 3Y | +67.8% | +54.1% | +13.8% | +40.3% |
| 5Y | +81.8% | +44.7% | +37.2% | +44.5% |
| All | +162.8% | +65.5% | +97.4% | +91.4% |
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