-82.0%
CLB vs VOO
+817.1%
-899.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +1.5% | +0.1% | +1.3% | +1.3% |
| 30D | +14.6% | +0.1% | +14.6% | +14.5% |
| 3M | -8.1% | +2.0% | -10.1% | -10.1% |
| 6M | -24.1% | +13.0% | -37.1% | -34.7% |
| YTD | -21.6% | +13.6% | -35.2% | -32.9% |
| 1Y | +0.8% | +20.1% | -19.3% | -18.8% |
| 3Y | -49.3% | +77.6% | -126.8% | -73.9% |
| 5Y | -54.6% | +82.4% | -137.0% | -77.5% |
| 10Y | -87.7% | +316.8% | -404.5% | -97.3% |
| All | -82.0% | +817.1% | -899.1% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling