-77.3%
CLF vs VOO
+817.1%
-894.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.4% |
| 7D | +7.6% | +0.1% | +7.5% | +7.4% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | -13.4% | +2.0% | -15.4% | -16.2% |
| 6M | +15.4% | +13.0% | +2.4% | -4.8% |
| YTD | -5.9% | +13.6% | -19.5% | -22.9% |
| 1Y | +18.8% | +20.1% | -1.3% | -10.0% |
| 3Y | -19.4% | +77.6% | -97.0% | -66.8% |
| 5Y | -47.7% | +82.4% | -130.2% | -78.9% |
| 10Y | +130.4% | +316.8% | -186.5% | -74.9% |
| All | -77.3% | +817.1% | -894.4% | -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