-56.5%
CLIR vs VOO
+79.1%
-135.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -0.6% | +10.8% | +10.9% |
| 7D | +3.9% | +0.5% | +3.3% | +3.1% |
| 30D | +14.9% | -0.9% | +15.9% | +15.9% |
| 3M | +3.9% | +3.9% | 0.0% | -1.7% |
| 6M | -20.2% | +14.5% | -34.7% | -32.9% |
| YTD | -23.0% | +13.0% | -36.0% | -34.5% |
| 1Y | -26.9% | +19.4% | -46.4% | -41.6% |
| 3Y | -56.5% | +78.9% | -135.3% | -78.4% |
| All | -56.5% | +79.1% | -135.6% | -78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling