+17.6%
CLBT price history and return analytics
+65.7%
-48.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.4% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | -28.1% | -0.7% | -27.4% | -27.9% |
| 3M | -11.9% | +4.0% | -15.9% | -15.8% |
| 6M | -23.4% | +12.3% | -35.7% | -32.4% |
| YTD | -36.6% | +14.0% | -50.6% | -44.9% |
| 1Y | -33.8% | +20.3% | -54.1% | -45.8% |
| 3Y | +45.1% | +75.4% | -30.4% | -20.3% |
| 5Y | +17.6% | +66.0% | -48.4% | -25.2% |
| All | +17.6% | +65.7% | -48.1% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling