-53.4%
CLB vs VOO
+78.4%
-131.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | -0.6% |
| 7D | -11.3% | +0.1% | -11.4% | -11.3% |
| 30D | -10.4% | -3.3% | -7.1% | -6.6% |
| 3M | -20.3% | -2.4% | -17.9% | -17.8% |
| 6M | -31.0% | +2.6% | -33.6% | -33.0% |
| YTD | -43.5% | +11.3% | -54.8% | -50.7% |
| 1Y | -41.0% | +13.4% | -54.4% | -49.8% |
| 3Y | -53.4% | +80.3% | -133.6% | -78.8% |
| All | -53.4% | +78.4% | -131.8% | -78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling