+86.6%
VXUS vs CLBK
+61.7%
+24.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | +2.3% | +2.5% | -0.1% | +1.7% |
| 30D | -2.2% | +3.7% | -5.9% | -3.1% |
| 3M | -5.4% | -3.3% | -2.1% | -4.7% |
| 6M | -1.2% | +29.6% | -30.9% | -8.0% |
| YTD | +10.4% | +60.3% | -49.9% | -2.9% |
| 1Y | +11.8% | +63.4% | -51.6% | -2.3% |
| 3Y | +68.4% | +53.8% | +14.6% | +45.0% |
| 5Y | +45.9% | +29.0% | +16.9% | +26.8% |
| All | +86.6% | +61.7% | +24.8% | +44.6% |
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