+16.0%
CLIP vs VOO
+80.3%
-64.3%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | 0.0% |
| 7D | +0.1% | -0.6% | +0.7% | +0.1% |
| 30D | 0.0% | -3.6% | +3.7% | 0.0% |
| 3M | +0.6% | -2.7% | +3.4% | +0.6% |
| 6M | +1.6% | +2.2% | -0.7% | +1.6% |
| YTD | +2.9% | +10.9% | -8.0% | +2.9% |
| 1Y | +3.4% | +11.3% | -7.9% | +3.4% |
| 3Y | +13.7% | +76.9% | -63.2% | +13.7% |
| All | +16.0% | +80.3% | -64.3% | +16.1% |
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 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