+172.4%
CLM vs VOO
+314.4%
-142.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.1% | 0.0% |
| 7D | +1.8% | -0.9% | +2.7% | +2.6% |
| 30D | -4.1% | -2.3% | -1.7% | -2.1% |
| 3M | -13.0% | -1.2% | -11.8% | -12.1% |
| 6M | -10.7% | +3.3% | -14.0% | -13.2% |
| YTD | -12.3% | +12.3% | -24.6% | -20.6% |
| 1Y | -9.5% | +12.5% | -22.0% | -18.3% |
| 3Y | +51.5% | +79.2% | -27.7% | -9.0% |
| 5Y | +9.0% | +75.7% | -66.7% | -34.1% |
| 10Y | +172.4% | +313.7% | -141.3% | -16.6% |
| All | +172.4% | +314.4% | -142.0% | -16.6% |
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