-90.5%
CLB vs VOO
+309.6%
-400.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.6% |
| 7D | +3.2% | +2.6% | +0.6% | 0.0% |
| 30D | -6.6% | -2.0% | -4.7% | -4.3% |
| 3M | -26.4% | -2.8% | -23.6% | -23.8% |
| 6M | -30.5% | +2.2% | -32.6% | -32.2% |
| YTD | -43.0% | +11.5% | -54.5% | -50.5% |
| 1Y | -39.3% | +13.5% | -52.8% | -48.4% |
| 3Y | -51.3% | +78.1% | -129.4% | -76.0% |
| 5Y | -64.7% | +73.1% | -137.8% | -82.1% |
| All | -90.5% | +309.6% | -400.2% | -98.0% |
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