-100.0%
CLRB price history and return analytics
+221.4%
-321.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.2% |
| 7D | -2.0% | +1.0% | -3.0% | -3.2% |
| 30D | -6.2% | -0.2% | -6.0% | -6.1% |
| 3M | -4.0% | +4.5% | -8.5% | -8.5% |
| 6M | -12.7% | +14.1% | -26.7% | -24.3% |
| YTD | -18.3% | +14.8% | -33.1% | -29.0% |
| 1Y | -52.1% | +21.2% | -73.3% | -60.5% |
| 3Y | -96.2% | +76.6% | -172.8% | -97.9% |
| 5Y | -99.2% | +66.6% | -165.8% | -99.5% |
| 10Y | -100.0% | +222.3% | -322.2% | -100.0% |
| All | -100.0% | +221.4% | -321.4% | -100.0% |
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