+3,038.3%
CLS vs VOO
+315.3%
+2,723.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.7% |
| 7D | +20.1% | -0.4% | +20.5% | +20.8% |
| 30D | +6.0% | -1.4% | +7.4% | +8.4% |
| 3M | -10.3% | +3.7% | -14.0% | -13.9% |
| 6M | +24.5% | +13.0% | +11.5% | +7.6% |
| YTD | +12.9% | +12.4% | +0.4% | -1.4% |
| 1Y | +36.7% | +18.6% | +18.1% | +12.9% |
| 3Y | +1,328.1% | +78.1% | +1,250.0% | +670.6% |
| 5Y | +3,682.3% | +82.3% | +3,600.0% | +1,909.0% |
| 10Y | +3,038.3% | +322.5% | +2,715.8% | +675.7% |
| All | +3,038.3% | +315.3% | +2,723.0% | +675.7% |
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