+11.3%
CLFD vs VOO
+75.5%
-64.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.8% |
| 7D | -10.6% | -2.7% | -7.9% | -5.9% |
| 30D | -13.0% | -5.4% | -7.6% | -3.8% |
| 3M | +7.4% | -4.1% | +11.4% | +16.2% |
| 6M | -5.4% | +0.7% | -6.2% | -4.0% |
| YTD | -1.8% | +8.7% | -10.5% | -10.8% |
| 1Y | -12.6% | +11.0% | -23.5% | -22.8% |
| 3Y | +11.3% | +75.5% | -64.2% | -61.1% |
| All | +11.3% | +75.5% | -64.2% | -61.1% |
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 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