+166.9%
CLM vs VOO
+315.3%
-148.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.2% | -0.4% | +0.5% | +0.5% |
| 30D | -10.3% | -1.4% | -8.9% | -9.2% |
| 3M | -7.8% | +3.7% | -11.5% | -10.6% |
| 6M | -1.8% | +13.0% | -14.8% | -11.5% |
| YTD | -10.0% | +12.4% | -22.4% | -18.6% |
| 1Y | -2.6% | +18.6% | -21.2% | -15.9% |
| 3Y | +38.4% | +78.1% | -39.6% | -16.3% |
| 5Y | +27.6% | +82.3% | -54.7% | -25.4% |
| 10Y | +166.9% | +322.5% | -155.7% | -20.4% |
| All | +166.9% | +315.3% | -148.4% | -20.4% |
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 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