+18.8%
CLF vs VOO
+12.4%
+6.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.3% | +4.6% | +2.4% |
| 7D | -14.1% | +0.1% | -14.2% | -13.8% |
| 30D | -5.5% | -3.3% | -2.2% | +1.3% |
| 3M | 0.0% | -2.4% | +2.4% | +5.4% |
| 6M | +11.3% | +2.6% | +8.7% | +6.3% |
| YTD | -7.7% | +11.3% | -19.0% | -24.0% |
| All | +18.8% | +12.4% | +6.4% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling