+47.7%
VXUS vs CLBK
+28.8%
+18.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -0.9% | -0.7% |
| 7D | +0.5% | +2.9% | -2.4% | +0.1% |
| 30D | -2.5% | +5.4% | -7.9% | -3.3% |
| 3M | -4.6% | +5.8% | -10.4% | -5.5% |
| 6M | -2.6% | +28.9% | -31.5% | -6.6% |
| YTD | +10.4% | +61.8% | -51.5% | +2.1% |
| 1Y | +12.9% | +63.1% | -50.2% | +4.3% |
| 3Y | +68.4% | +55.3% | +13.0% | +54.3% |
| 5Y | +47.7% | +28.0% | +19.7% | +36.0% |
| All | +47.7% | +28.8% | +18.9% | +36.0% |
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