-97.4%
CLDI vs VOO
+9.9%
-107.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +2.4% |
| 7D | +1.7% | -2.7% | +4.5% | +8.0% |
| 30D | -30.7% | -5.4% | -25.3% | -21.1% |
| 3M | -60.9% | -4.1% | -56.8% | -57.1% |
| 6M | -80.1% | +0.7% | -80.9% | -80.8% |
| YTD | -96.3% | +8.7% | -105.0% | -96.8% |
| 1Y | -97.4% | +11.0% | -108.3% | -97.8% |
| All | -97.4% | +9.9% | -107.3% | -97.8% |
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 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