-90.4%
CLB vs VOO
+314.4%
-404.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -0.6% |
| 7D | -6.2% | -0.9% | -5.3% | -5.0% |
| 30D | -9.6% | -2.3% | -7.2% | -6.9% |
| 3M | -27.2% | -1.2% | -26.0% | -26.1% |
| 6M | -31.9% | +3.3% | -35.2% | -34.5% |
| YTD | -43.4% | +12.3% | -55.7% | -51.3% |
| 1Y | -43.8% | +12.5% | -56.3% | -51.7% |
| 3Y | -52.9% | +79.2% | -132.1% | -76.9% |
| 5Y | -65.5% | +75.7% | -141.1% | -82.8% |
| 10Y | -90.4% | +313.7% | -404.1% | -97.9% |
| All | -90.4% | +314.4% | -404.8% | -97.9% |
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