+17.2%
CLBT price history and return analytics
+109.5%
-92.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.1% |
| 7D | -5.2% | -2.0% | -3.2% | -3.4% |
| 30D | -29.4% | -1.4% | -27.9% | -28.6% |
| 3M | -12.8% | +4.7% | -17.5% | -17.0% |
| 6M | -23.0% | +11.4% | -34.3% | -31.0% |
| YTD | -37.2% | +13.1% | -50.2% | -44.5% |
| 1Y | -33.8% | +19.0% | -52.8% | -44.5% |
| 3Y | +43.7% | +73.9% | -30.2% | -16.6% |
| 5Y | +12.5% | +65.4% | -52.9% | -30.6% |
| All | +17.2% | +109.5% | -92.2% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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