-84.8%
CLAR vs VOO
+82.3%
-167.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.1% |
| 7D | +2.2% | +0.5% | +1.7% | +1.5% |
| 30D | +1.0% | -0.9% | +1.9% | +2.3% |
| 3M | +32.4% | +3.9% | +28.5% | +25.6% |
| 6M | +27.6% | +14.5% | +13.0% | +6.4% |
| YTD | +13.9% | +13.0% | +0.9% | -2.9% |
| 1Y | -1.7% | +19.4% | -21.1% | -22.5% |
| 3Y | -40.0% | +78.9% | -118.9% | -73.4% |
| 5Y | -84.8% | +82.3% | -167.1% | -93.1% |
| All | -84.8% | +82.3% | -167.1% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling