+27.7%
CLOA vs VOO
+100.0%
-72.3%
-1.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.1% | +2.6% | -2.5% | 0.0% |
| 30D | +0.4% | -2.0% | +2.4% | +0.5% |
| 3M | +1.2% | -2.8% | +4.0% | +1.3% |
| 6M | +2.3% | +2.2% | +0.2% | +2.3% |
| YTD | +4.2% | +11.5% | -7.3% | +3.9% |
| 1Y | +4.9% | +13.5% | -8.6% | +4.5% |
| 3Y | +19.4% | +78.1% | -58.7% | +18.4% |
| All | +27.7% | +100.0% | -72.3% | +27.0% |
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