-80.5%
CLAR vs VOO
+72.6%
-153.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.8% | -1.6% |
| 7D | +0.8% | +2.6% | -1.8% | -2.5% |
| 30D | +47.1% | -2.0% | +49.1% | +50.6% |
| 3M | +34.4% | -2.8% | +37.2% | +39.2% |
| 6M | +103.2% | +2.2% | +101.1% | +96.7% |
| YTD | +54.9% | +11.5% | +43.4% | +34.1% |
| 1Y | +56.0% | +13.5% | +42.5% | +31.9% |
| 3Y | +9.4% | +78.1% | -68.6% | -51.0% |
| All | -80.5% | +72.6% | -153.1% | -90.6% |
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