-96.7%
CLDI vs VOO
+12.4%
-109.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.4% | -0.8% |
| 7D | +11.4% | +0.1% | +11.3% | +10.8% |
| 30D | -28.8% | -3.3% | -25.5% | -22.6% |
| 3M | -54.8% | -2.4% | -52.4% | -52.1% |
| 6M | -78.3% | +2.6% | -80.9% | -79.9% |
| YTD | -96.1% | +11.3% | -107.4% | -96.9% |
| All | -96.7% | +12.4% | -109.1% | -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 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