+168.1%
CLPT vs VOO
+79.1%
+89.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.8% |
| 7D | -5.7% | +0.5% | -6.2% | -6.9% |
| 30D | -1.1% | -0.9% | -0.2% | +0.8% |
| 3M | +5.0% | +3.9% | +1.1% | -4.9% |
| 6M | +40.5% | +14.5% | +26.0% | +5.6% |
| YTD | +2.7% | +13.0% | -10.2% | -20.4% |
| 1Y | +28.5% | +19.4% | +9.1% | -10.8% |
| 3Y | +168.1% | +78.9% | +89.3% | -8.1% |
| All | +168.1% | +79.1% | +89.0% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling