+76.3%
CL vs VOO
+317.9%
-241.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +0.4% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +11.6% | -3.3% | +14.9% | +13.0% |
| 3M | +5.6% | -2.4% | +8.0% | +6.5% |
| 6M | +13.2% | +2.6% | +10.6% | +11.4% |
| YTD | +26.9% | +11.3% | +15.6% | +20.4% |
| 1Y | +27.3% | +13.4% | +13.9% | +19.7% |
| 3Y | +39.7% | +80.3% | -40.6% | +2.6% |
| 5Y | +41.3% | +72.7% | -31.4% | +4.9% |
| 10Y | +76.3% | +310.0% | -233.8% | -22.3% |
| All | +76.3% | +317.9% | -241.6% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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