+376.7%
CLMT vs VOO
+812.0%
-435.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +2.0% |
| 7D | +4.6% | +0.5% | +4.1% | +4.1% |
| 30D | +36.6% | -0.9% | +37.5% | +37.7% |
| 3M | +51.9% | +3.9% | +48.0% | +45.5% |
| 6M | +77.3% | +14.5% | +62.8% | +53.4% |
| YTD | +171.3% | +13.0% | +158.4% | +137.3% |
| 1Y | +212.2% | +19.4% | +192.7% | +157.9% |
| 3Y | +173.7% | +78.9% | +94.8% | +54.7% |
| 5Y | +585.9% | +82.3% | +503.6% | +275.0% |
| 10Y | +751.7% | +314.2% | +437.4% | +120.7% |
| All | +376.7% | +812.0% | -435.3% | -25.8% |
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