+349.0%
CLMB vs VOO
+82.6%
+266.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.8% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | +7.6% | +0.1% | +7.5% | +7.6% |
| 3M | +27.5% | +2.0% | +25.5% | +25.3% |
| 6M | +28.8% | +13.0% | +15.8% | +17.0% |
| YTD | +13.5% | +13.6% | -0.1% | +2.8% |
| 1Y | -11.1% | +20.1% | -31.2% | -22.7% |
| 3Y | +176.5% | +77.6% | +98.9% | +91.8% |
| All | +349.0% | +82.6% | +266.4% | +215.5% |
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