+1,312.5%
CLS vs VOO
+79.1%
+1,233.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +7.0% |
| 7D | +12.8% | +0.5% | +12.2% | +11.3% |
| 30D | +3.8% | -0.9% | +4.8% | +6.6% |
| 3M | -14.6% | +3.9% | -18.5% | -21.3% |
| 6M | +32.2% | +14.5% | +17.7% | -1.9% |
| YTD | +11.6% | +13.0% | -1.3% | -14.2% |
| 1Y | +35.1% | +19.4% | +15.6% | -6.8% |
| 3Y | +1,312.5% | +78.9% | +1,233.7% | +333.6% |
| All | +1,312.5% | +79.1% | +1,233.4% | +333.6% |
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 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