-87.3%
CLB vs VOO
+315.3%
-402.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.8% |
| 7D | +1.0% | -0.4% | +1.4% | +1.5% |
| 30D | +3.3% | -1.4% | +4.6% | +5.0% |
| 3M | -4.8% | +3.7% | -8.5% | -9.0% |
| 6M | -22.5% | +13.0% | -35.6% | -33.9% |
| YTD | -21.1% | +12.4% | -33.5% | -32.2% |
| 1Y | -1.2% | +18.6% | -19.8% | -20.2% |
| 3Y | -50.6% | +78.1% | -128.6% | -75.7% |
| 5Y | -53.3% | +82.3% | -135.5% | -77.9% |
| 10Y | -87.3% | +322.5% | -409.9% | -97.4% |
| All | -87.3% | +315.3% | -402.7% | -97.4% |
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 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