-97.8%
CLRB vs VOO
+78.4%
-176.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | -0.5% |
| 7D | +4.9% | +0.1% | +4.8% | +4.8% |
| 30D | -11.7% | -3.3% | -8.4% | -7.6% |
| 3M | -50.2% | -2.4% | -47.8% | -48.7% |
| 6M | -58.7% | +2.6% | -61.3% | -59.9% |
| YTD | -56.6% | +11.3% | -67.9% | -61.5% |
| 1Y | -62.2% | +13.4% | -75.7% | -67.1% |
| 3Y | -97.8% | +80.3% | -178.1% | -98.9% |
| All | -97.8% | +78.4% | -176.2% | -98.9% |
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