-2.9%
CLDT vs VOO
+321.7%
-324.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | -0.3% | -2.0% | +1.7% | +2.2% |
| 30D | +4.0% | -1.7% | +5.7% | +6.1% |
| 3M | +6.8% | +4.7% | +2.0% | +0.4% |
| 6M | +67.3% | +12.6% | +54.7% | +43.1% |
| YTD | +94.1% | +11.8% | +82.3% | +67.4% |
| 1Y | +90.6% | +17.5% | +73.0% | +53.9% |
| 3Y | +48.0% | +77.0% | -29.0% | -29.3% |
| 5Y | +27.7% | +82.6% | -54.9% | -41.9% |
| All | -2.9% | +321.7% | -324.6% | -81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling