+566.6%
CLH vs VOO
+315.3%
+251.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +0.2% | -0.4% | +0.5% | +0.5% |
| 30D | +1.8% | -1.4% | +3.2% | +3.3% |
| 3M | +9.6% | +3.7% | +5.9% | +4.7% |
| 6M | +10.4% | +13.0% | -2.6% | -4.4% |
| YTD | +34.6% | +12.4% | +22.2% | +17.2% |
| 1Y | +33.5% | +18.6% | +14.9% | +9.3% |
| 3Y | +90.9% | +78.1% | +12.9% | -1.8% |
| 5Y | +213.9% | +82.3% | +131.6% | +55.2% |
| 10Y | +566.6% | +322.5% | +244.1% | +32.2% |
| All | +566.6% | +315.3% | +251.3% | +32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling