-57.1%
CLPR vs VOO
+280.3%
-337.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.1% |
| 7D | -4.8% | -0.6% | -4.2% | -4.5% |
| 30D | +2.2% | -3.6% | +5.9% | +5.3% |
| 3M | +12.8% | -2.7% | +15.5% | +15.0% |
| 6M | +10.9% | +2.2% | +8.6% | +7.9% |
| YTD | -8.2% | +10.9% | -19.1% | -16.9% |
| 1Y | -4.3% | +11.3% | -15.6% | -13.9% |
| 3Y | -13.4% | +76.9% | -90.3% | -48.3% |
| 5Y | -48.4% | +73.5% | -121.9% | -69.0% |
| All | -57.1% | +280.3% | -337.4% | -88.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling