+2,762.2%
CLMB vs VOO
+798.5%
+1,963.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.4% | +3.6% |
| 7D | +3.5% | +0.1% | +3.4% | +3.6% |
| 30D | +25.0% | -3.3% | +28.3% | +27.2% |
| 3M | +49.5% | -2.4% | +51.9% | +51.4% |
| 6M | +106.6% | +2.6% | +104.0% | +104.0% |
| YTD | +61.8% | +11.3% | +50.5% | +53.5% |
| 1Y | +50.7% | +13.4% | +37.2% | +41.6% |
| 3Y | +298.2% | +80.3% | +217.9% | +209.6% |
| 5Y | +473.1% | +72.7% | +400.4% | +350.3% |
| 10Y | +1,164.9% | +310.0% | +854.8% | +642.4% |
| All | +2,762.2% | +798.5% | +1,963.8% | +1,198.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling