-51.4%
CLF vs VOO
+67.9%
-119.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.2% |
| 7D | -19.6% | -2.7% | -16.9% | -15.7% |
| 30D | -5.0% | -5.4% | +0.4% | +4.4% |
| 3M | -6.3% | -4.1% | -2.2% | +0.7% |
| 6M | +2.8% | +0.7% | +2.0% | +2.2% |
| YTD | -13.7% | +8.7% | -22.4% | -23.7% |
| 1Y | +13.6% | +11.0% | +2.6% | -2.6% |
| 3Y | -34.0% | +75.5% | -109.4% | -70.4% |
| All | -51.4% | +67.9% | -119.3% | -77.1% |
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 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