-23.4%
CLF vs VOO
+78.5%
-101.8%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.5% |
| 7D | +10.4% | +2.6% | +7.8% | +5.4% |
| 30D | +0.6% | -2.0% | +2.5% | +4.7% |
| 3M | +4.1% | -2.8% | +6.9% | +10.2% |
| 6M | +15.1% | +2.2% | +12.9% | +11.3% |
| YTD | -4.7% | +11.5% | -16.3% | -21.0% |
| 1Y | +20.4% | +13.5% | +6.9% | -3.2% |
| 3Y | -23.4% | +78.1% | -101.5% | -66.5% |
| All | -23.4% | +78.5% | -101.8% | -66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling