-29.7%
CLDX vs VOO
+314.0%
-343.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -0.9% |
| 7D | -0.3% | +0.5% | -0.8% | -0.8% |
| 30D | -6.2% | -0.9% | -5.3% | -5.4% |
| 3M | +37.0% | +3.9% | +33.1% | +31.6% |
| 6M | +32.9% | +14.5% | +18.4% | +16.3% |
| YTD | +44.0% | +13.0% | +31.1% | +28.0% |
| 1Y | +67.2% | +19.4% | +47.8% | +40.9% |
| 3Y | +36.0% | +78.9% | -42.9% | -21.7% |
| 5Y | -29.1% | +82.3% | -111.4% | -59.4% |
| 10Y | -29.7% | +314.2% | -343.9% | -88.3% |
| All | -29.7% | +314.0% | -343.7% | -88.3% |
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