+838.1%
CLS vs VOO
+78.5%
+759.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.4% |
| 7D | +16.3% | +2.6% | +13.7% | +9.3% |
| 30D | -25.7% | -2.0% | -23.7% | -20.7% |
| 3M | -30.9% | -2.8% | -28.1% | -24.2% |
| 6M | -35.5% | +2.2% | -37.7% | -36.3% |
| YTD | -18.7% | +11.5% | -30.2% | -34.4% |
| 1Y | -17.9% | +13.5% | -31.4% | -35.7% |
| 3Y | +838.1% | +78.1% | +760.0% | +175.2% |
| All | +838.1% | +78.5% | +759.6% | +175.2% |
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