-38.9%
CLB vs VOO
+14.7%
-53.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.4% |
| 7D | -8.0% | -0.7% | -7.3% | -7.5% |
| 30D | -8.2% | -1.1% | -7.1% | -7.4% |
| 3M | -13.9% | -0.3% | -13.6% | -13.6% |
| 6M | -29.9% | +7.4% | -37.2% | -32.3% |
| YTD | -39.7% | +13.4% | -53.0% | -42.1% |
| 1Y | -38.9% | +14.8% | -53.7% | -42.4% |
| All | -38.9% | +14.7% | -53.6% | -42.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling