+127.6%
CLF vs VOO
+315.3%
-187.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -0.9% |
| 7D | -2.7% | -0.4% | -2.3% | -2.1% |
| 30D | -3.2% | -1.4% | -1.8% | -0.9% |
| 3M | -5.0% | +3.7% | -8.7% | -10.5% |
| 6M | +26.6% | +13.0% | +13.6% | +4.8% |
| YTD | -9.0% | +12.4% | -21.4% | -23.8% |
| 1Y | +11.8% | +18.6% | -6.8% | -12.9% |
| 3Y | -15.1% | +78.1% | -93.2% | -64.1% |
| 5Y | -48.2% | +82.3% | -130.5% | -78.3% |
| 10Y | +127.6% | +322.5% | -194.9% | -80.9% |
| All | +127.6% | +315.3% | -187.7% | -80.9% |
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