+20.2%
CLF vs VO
+16.3%
+4.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.9% | -10.1% | -10.8% |
| 7D | -7.9% | +1.0% | -8.9% | -9.8% |
| 30D | +5.2% | +2.6% | +2.6% | -0.6% |
| 3M | +4.3% | -0.3% | +4.6% | +4.8% |
| 6M | +25.3% | +7.6% | +17.7% | +8.4% |
| YTD | -3.3% | +14.7% | -18.0% | -24.9% |
| 1Y | +20.2% | +16.4% | +3.8% | -7.9% |
| All | +20.2% | +16.3% | +4.0% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling