-48.3%
CLDX vs VOO
+317.9%
-366.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.3% | +2.2% | +2.3% |
| 7D | +7.6% | +0.1% | +7.5% | +7.6% |
| 30D | +4.5% | -3.3% | +7.8% | +8.1% |
| 3M | -25.1% | -2.4% | -22.7% | -23.3% |
| 6M | -8.0% | +2.6% | -10.6% | -10.4% |
| YTD | +15.0% | +11.3% | +3.7% | +4.1% |
| 1Y | +36.4% | +13.4% | +23.0% | +21.2% |
| 3Y | +21.2% | +80.3% | -59.1% | -29.8% |
| 5Y | -32.0% | +72.7% | -104.7% | -58.7% |
| 10Y | -48.3% | +310.0% | -358.4% | -89.8% |
| All | -48.3% | +317.9% | -366.2% | -89.8% |
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 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