-56.4%
CLPR vs VOO
+272.9%
-329.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.8% |
| 7D | +0.6% | -2.7% | +3.3% | +2.8% |
| 30D | +2.2% | -5.4% | +7.6% | +6.9% |
| 3M | +19.5% | -4.1% | +23.5% | +23.3% |
| 6M | +11.2% | +0.7% | +10.4% | +9.5% |
| YTD | -6.7% | +8.7% | -15.4% | -14.2% |
| 1Y | -3.3% | +11.0% | -14.3% | -12.8% |
| 3Y | -9.7% | +75.5% | -85.2% | -45.7% |
| 5Y | -50.6% | +68.4% | -119.0% | -69.5% |
| All | -56.4% | +272.9% | -329.3% | -88.0% |
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