+1,229.9%
CLMB price history and return analytics
+224.4%
+1,005.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.2% |
| 7D | -0.2% | -0.7% | +0.5% | +0.4% |
| 30D | +29.5% | -1.7% | +31.3% | +31.1% |
| 3M | +54.9% | -2.3% | +57.2% | +57.3% |
| 6M | +117.4% | +1.5% | +115.9% | +114.9% |
| YTD | +67.2% | +12.0% | +55.1% | +54.7% |
| 1Y | +60.5% | +12.9% | +47.6% | +47.8% |
| 3Y | +303.1% | +74.9% | +228.2% | +191.7% |
| 5Y | +454.4% | +59.9% | +394.5% | +318.2% |
| 10Y | +1,229.9% | +224.6% | +1,005.2% | +693.3% |
| All | +1,229.9% | +224.4% | +1,005.5% | +693.3% |
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