+99.2%
VXUS vs CLBK
+67.9%
+31.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | +1.2% | -0.2% | +0.7% |
| 30D | +2.2% | +9.1% | -6.9% | -0.1% |
| 3M | +3.0% | +27.7% | -24.7% | -3.6% |
| 6M | +10.7% | +40.8% | -30.2% | +1.0% |
| YTD | +17.8% | +66.4% | -48.5% | +2.7% |
| 1Y | +27.6% | +72.4% | -44.8% | +9.8% |
| 3Y | +73.3% | +50.7% | +22.6% | +50.5% |
| 5Y | +54.3% | +42.9% | +11.4% | +28.9% |
| All | +99.2% | +67.9% | +31.3% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling