+1,908.5%
CLMB vs VOO
+817.1%
+1,091.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.7% |
| 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% | +26.1% |
| 6M | +28.8% | +13.0% | +15.8% | +21.1% |
| YTD | +13.5% | +13.6% | -0.1% | +6.5% |
| 1Y | -11.1% | +20.1% | -31.2% | -18.7% |
| 3Y | +176.5% | +77.6% | +98.9% | +115.6% |
| 5Y | +349.0% | +82.4% | +266.5% | +244.2% |
| 10Y | +808.9% | +316.8% | +492.0% | +428.0% |
| All | +1,908.5% | +817.1% | +1,091.4% | +801.0% |
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