+634.9%
CLMT vs VOO
+80.3%
+554.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.9% |
| 7D | +5.5% | -2.0% | +7.5% | +7.3% |
| 30D | +22.6% | -1.7% | +24.3% | +24.2% |
| 3M | +62.9% | +4.7% | +58.1% | +55.5% |
| 6M | +95.6% | +12.6% | +83.1% | +74.0% |
| YTD | +184.0% | +11.8% | +172.3% | +153.6% |
| 1Y | +219.6% | +17.5% | +202.0% | +171.3% |
| 3Y | +186.5% | +77.0% | +109.5% | +72.8% |
| 5Y | +634.9% | +82.6% | +552.3% | +347.9% |
| All | +634.9% | +80.3% | +554.6% | +347.9% |
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