-79.2%
CLF vs VOO
+777.9%
-857.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -23.8% |
| 1Y | +13.6% | +11.0% | +2.6% | -2.8% |
| 3Y | -34.0% | +75.5% | -109.4% | -72.2% |
| 5Y | -48.7% | +68.4% | -117.1% | -76.2% |
| 10Y | +113.4% | +315.7% | -202.2% | -76.8% |
| All | -79.2% | +777.9% | -857.0% | -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