-53.5%
CLPT vs VOO
+649.4%
-702.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.2% |
| 7D | -10.2% | +0.1% | -10.3% | -10.4% |
| 30D | +6.1% | +0.1% | +6.0% | +6.1% |
| 3M | -2.5% | +2.0% | -4.5% | -5.2% |
| 6M | +56.2% | +13.0% | +43.1% | +36.7% |
| YTD | +2.0% | +13.6% | -11.5% | -10.8% |
| 1Y | +26.0% | +20.1% | +5.9% | +4.2% |
| 3Y | +143.2% | +77.6% | +65.6% | +43.3% |
| 5Y | -28.4% | +82.4% | -110.9% | -57.5% |
| 10Y | +139.9% | +316.8% | -177.0% | -19.4% |
| All | -53.5% | +649.4% | -702.9% | -93.0% |
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