-100.0%
CLRB vs VOO
+314.4%
-414.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -2.1% |
| 7D | -1.6% | -0.9% | -0.7% | -0.6% |
| 30D | -15.4% | -2.3% | -13.0% | -13.1% |
| 3M | -54.2% | -1.2% | -53.0% | -53.6% |
| 6M | -60.5% | +3.3% | -63.8% | -61.6% |
| YTD | -59.0% | +12.3% | -71.3% | -63.2% |
| 1Y | -66.0% | +12.5% | -78.5% | -69.4% |
| 3Y | -97.9% | +79.2% | -177.1% | -98.8% |
| 5Y | -99.5% | +75.7% | -175.2% | -99.7% |
| 10Y | -100.0% | +313.7% | -413.7% | -100.0% |
| All | -100.0% | +314.4% | -414.4% | -100.0% |
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 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