+1,212.5%
CLMB price history and return analytics
+217.6%
+994.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.1% |
| 7D | +1.8% | -0.1% | +2.0% | +2.1% |
| 30D | +29.8% | -3.1% | +32.8% | +32.5% |
| 3M | +59.1% | -3.5% | +62.6% | +62.9% |
| 6M | +114.5% | +0.5% | +114.0% | +113.4% |
| YTD | +68.0% | +10.8% | +57.2% | +56.5% |
| 1Y | +60.4% | +11.9% | +48.5% | +48.5% |
| 3Y | +305.0% | +73.0% | +232.0% | +195.1% |
| 5Y | +470.9% | +58.6% | +412.3% | +333.1% |
| 10Y | +1,212.5% | +219.2% | +993.3% | +661.9% |
| All | +1,212.5% | +217.6% | +994.8% | +661.9% |
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