+1,164.9%
CLMB price history and return analytics
+223.7%
+941.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +3.1% |
| 7D | +3.5% | +0.4% | +3.1% | +3.4% |
| 30D | +25.0% | -2.6% | +27.6% | +27.2% |
| 3M | +49.5% | -3.2% | +52.7% | +52.8% |
| 6M | +106.6% | +0.9% | +105.7% | +105.0% |
| YTD | +61.8% | +11.3% | +50.5% | +50.3% |
| 1Y | +50.7% | +14.0% | +36.7% | +37.8% |
| 3Y | +298.2% | +75.8% | +222.3% | +187.6% |
| 5Y | +473.1% | +57.8% | +415.3% | +335.5% |
| 10Y | +1,164.9% | +219.8% | +945.1% | +630.9% |
| All | +1,164.9% | +223.7% | +941.2% | +630.9% |
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