+884.3%
CLH vs VOO
+817.1%
+67.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +2.1% | +0.1% | +1.9% | +1.9% |
| 30D | +2.5% | +0.1% | +2.5% | +2.4% |
| 3M | +10.5% | +2.0% | +8.5% | +7.4% |
| 6M | +8.2% | +13.0% | -4.8% | -6.3% |
| YTD | +35.2% | +13.6% | +21.7% | +16.5% |
| 1Y | +29.4% | +20.1% | +9.3% | +4.5% |
| 3Y | +82.9% | +77.6% | +5.3% | -5.1% |
| 5Y | +208.9% | +82.4% | +126.4% | +53.6% |
| 10Y | +565.6% | +316.8% | +248.8% | +36.1% |
| All | +884.3% | +817.1% | +67.2% | -18.2% |
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 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