-100.0%
CLRB vs VOO
+309.6%
-409.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.3% |
| 7D | -8.8% | +2.6% | -11.4% | -11.1% |
| 30D | -3.4% | -2.0% | -1.4% | -1.3% |
| 3M | -54.0% | -2.8% | -51.3% | -52.7% |
| 6M | -61.2% | +2.2% | -63.4% | -61.9% |
| YTD | -61.4% | +11.5% | -72.9% | -65.0% |
| 1Y | -60.3% | +13.5% | -73.8% | -64.6% |
| 3Y | -98.2% | +78.1% | -176.2% | -98.9% |
| 5Y | -99.6% | +73.1% | -172.7% | -99.7% |
| All | -100.0% | +309.6% | -409.6% | -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