+5.4%
CLM vs VOO
+72.6%
-67.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.4% |
| 7D | -0.2% | +2.6% | -2.7% | -2.1% |
| 30D | -5.2% | -2.0% | -3.2% | -3.8% |
| 3M | -15.8% | -2.8% | -13.0% | -14.0% |
| 6M | -15.0% | +2.2% | -17.2% | -16.4% |
| YTD | -15.7% | +11.5% | -27.2% | -22.3% |
| 1Y | -12.3% | +13.5% | -25.8% | -20.3% |
| 3Y | +46.0% | +78.1% | -32.1% | -4.9% |
| All | +5.4% | +72.6% | -67.2% | -31.5% |
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