-58.0%
CLRO vs VOO
+72.6%
-130.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | -32.7% | +2.6% | -35.3% | -33.6% |
| 30D | +7.7% | -2.0% | +9.7% | +8.9% |
| 3M | -40.6% | -2.8% | -37.8% | -39.7% |
| 6M | +2.1% | +2.2% | 0.0% | +1.1% |
| YTD | -33.8% | +11.5% | -45.3% | -37.7% |
| 1Y | -33.7% | +13.5% | -47.2% | -38.0% |
| 3Y | -51.1% | +78.1% | -129.2% | -63.1% |
| All | -58.0% | +72.6% | -130.6% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling