-99.6%
CLRB price history and return analytics
+53.4%
-153.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.4% |
| 7D | +3.3% | -2.3% | +5.6% | +6.5% |
| 30D | -17.2% | -5.0% | -12.3% | -11.0% |
| 3M | -50.4% | -4.9% | -45.5% | -47.0% |
| 6M | -64.6% | -1.5% | -63.0% | -63.8% |
| YTD | -57.6% | +8.5% | -66.1% | -61.6% |
| 1Y | -63.6% | +11.4% | -74.9% | -67.9% |
| 3Y | -98.3% | +70.1% | -168.4% | -99.1% |
| All | -99.6% | +53.4% | -153.0% | -99.7% |
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