+47.4%
CLDT vs VOO
+77.0%
-29.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.9% |
| 7D | -1.8% | -0.4% | -1.5% | -1.5% |
| 30D | +3.6% | -1.4% | +5.0% | +5.1% |
| 3M | +8.6% | +3.7% | +4.9% | +4.2% |
| 6M | +66.9% | +13.0% | +53.8% | +45.2% |
| YTD | +93.3% | +12.4% | +80.9% | +69.1% |
| 1Y | +89.3% | +18.6% | +70.7% | +55.6% |
| All | +47.4% | +77.0% | -29.6% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling