-82.1%
CLIR vs VOO
+80.3%
-162.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.6% |
| 7D | -1.5% | -2.0% | +0.5% | +0.7% |
| 30D | -3.1% | -1.7% | -1.5% | -1.5% |
| 3M | -3.6% | +4.7% | -8.3% | -8.9% |
| 6M | -29.1% | +12.6% | -41.7% | -37.7% |
| YTD | -27.9% | +11.8% | -39.6% | -36.4% |
| 1Y | -29.1% | +17.5% | -46.7% | -40.5% |
| 3Y | -59.2% | +77.0% | -136.2% | -77.4% |
| 5Y | -82.1% | +82.6% | -164.7% | -89.4% |
| All | -82.1% | +80.3% | -162.5% | -89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling