-28.1%
CLDX vs VOO
+82.6%
-110.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -3.4% | +0.1% | -3.4% | -3.5% |
| 3M | +32.6% | +2.0% | +30.6% | +28.9% |
| 6M | +34.3% | +13.0% | +21.3% | +14.5% |
| YTD | +46.1% | +13.6% | +32.5% | +24.1% |
| 1Y | +74.2% | +20.1% | +54.1% | +38.0% |
| 3Y | +37.7% | +77.6% | -39.8% | -35.0% |
| All | -28.1% | +82.6% | -110.7% | -66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling