-76.1%
CLF vs VOO
+806.9%
-883.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | 0.0% |
| 7D | +2.3% | -0.9% | +3.2% | +4.6% |
| 30D | +1.9% | -2.3% | +4.3% | +6.4% |
| 3M | +5.9% | -1.2% | +7.1% | +8.4% |
| 6M | +16.9% | +3.3% | +13.6% | +11.5% |
| YTD | -1.1% | +12.3% | -13.4% | -17.1% |
| 1Y | +28.8% | +12.5% | +16.3% | +7.9% |
| 3Y | -20.6% | +79.2% | -99.8% | -67.6% |
| 5Y | -41.5% | +75.7% | -117.2% | -74.7% |
| 10Y | +87.5% | +313.7% | -226.2% | -79.4% |
| All | -76.1% | +806.9% | -883.0% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling