+18.5%
CLBT vs VOO
+139.0%
-120.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.8% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -26.8% | +0.1% | -26.8% | -27.0% |
| 3M | -19.9% | +2.0% | -21.9% | -21.5% |
| 6M | -19.1% | +13.0% | -32.2% | -27.8% |
| YTD | -36.5% | +13.6% | -50.1% | -43.4% |
| 1Y | -30.1% | +20.1% | -50.1% | -40.8% |
| 3Y | +40.0% | +77.6% | -37.6% | -16.4% |
| 5Y | +4.1% | +82.4% | -78.4% | -38.8% |
| All | +18.5% | +139.0% | -120.5% | -36.9% |
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 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