-63.3%
CLRB vs VOO
+14.7%
-78.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.6% | -7.7% | -8.7% |
| 7D | -0.8% | -0.7% | -0.1% | +0.3% |
| 30D | -26.3% | -1.1% | -25.3% | -24.7% |
| 3M | -52.0% | -0.3% | -51.6% | -51.7% |
| 6M | -56.5% | +7.4% | -63.9% | -61.5% |
| YTD | -58.3% | +13.4% | -71.7% | -65.0% |
| 1Y | -63.3% | +14.8% | -78.1% | -70.3% |
| All | -63.3% | +14.7% | -78.0% | -70.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling