+1,001.9%
CLFD vs VOO
+817.1%
+184.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.6% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | -15.2% | +0.1% | -15.2% | -15.2% |
| 3M | -35.6% | +2.0% | -37.6% | -36.6% |
| 6M | -9.9% | +13.0% | -22.9% | -21.7% |
| YTD | -1.7% | +13.6% | -15.3% | -14.8% |
| 1Y | -13.3% | +20.1% | -33.4% | -29.5% |
| 3Y | -19.5% | +77.6% | -97.1% | -58.1% |
| 5Y | -37.7% | +82.4% | -120.1% | -67.3% |
| 10Y | +59.2% | +316.8% | -257.7% | -65.3% |
| All | +1,001.9% | +817.1% | +184.8% | +26.0% |
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 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