+2,871.7%
CLMB vs VOO
+795.4%
+2,076.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.2% | +4.0% |
| 7D | +1.8% | -0.6% | +2.4% | +2.3% |
| 30D | +29.8% | -3.6% | +33.4% | +32.2% |
| 3M | +59.1% | -2.7% | +61.9% | +61.5% |
| 6M | +114.5% | +2.2% | +112.3% | +112.2% |
| YTD | +68.0% | +10.9% | +57.1% | +59.6% |
| 1Y | +60.4% | +11.3% | +49.1% | +52.1% |
| 3Y | +305.0% | +76.9% | +228.1% | +217.3% |
| 5Y | +470.9% | +73.5% | +397.4% | +348.0% |
| 10Y | +1,212.5% | +307.7% | +904.8% | +672.0% |
| All | +2,871.7% | +795.4% | +2,076.3% | +1,250.1% |
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