-97.0%
CLDI vs VOO
+14.7%
-111.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.2% | -6.3% |
| 7D | +4.0% | -0.7% | +4.7% | +5.5% |
| 30D | -30.5% | -1.1% | -29.4% | -28.6% |
| 3M | -61.4% | -0.3% | -61.0% | -61.1% |
| 6M | -78.5% | +7.4% | -85.8% | -82.1% |
| YTD | -96.1% | +13.4% | -109.5% | -97.0% |
| 1Y | -97.0% | +14.8% | -111.8% | -97.6% |
| All | -97.0% | +14.7% | -111.6% | -97.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling