+447.3%
CLMB vs VOO
+68.0%
+379.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | -2.3% | -2.7% | +0.4% | -0.1% |
| 30D | +21.2% | -5.4% | +26.6% | +26.4% |
| 3M | +44.5% | -4.1% | +48.6% | +49.3% |
| 6M | +102.2% | +0.7% | +101.5% | +100.7% |
| YTD | +54.5% | +8.7% | +45.8% | +44.3% |
| 1Y | +45.1% | +11.0% | +34.1% | +33.3% |
| 3Y | +281.6% | +75.5% | +206.2% | +165.7% |
| All | +447.3% | +68.0% | +379.3% | +298.7% |
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