-52.6%
CLFD vs VOO
+72.0%
-124.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.3% | +4.4% | +2.8% |
| 7D | -4.0% | +0.1% | -4.1% | -3.5% |
| 30D | -10.2% | -3.3% | -6.9% | -4.2% |
| 3M | +11.2% | -2.4% | +13.6% | +16.9% |
| 6M | -23.7% | +2.6% | -26.3% | -25.0% |
| YTD | +4.8% | +11.3% | -6.5% | -9.1% |
| 1Y | -4.1% | +13.4% | -17.5% | -19.1% |
| 3Y | +26.8% | +80.3% | -53.5% | -48.3% |
| 5Y | -52.6% | +72.7% | -125.3% | -77.0% |
| All | -52.6% | +72.0% | -124.6% | -77.0% |
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