+1,980.9%
CLS vs VOO
+72.6%
+1,908.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.7% |
| 7D | +16.3% | +2.6% | +13.7% | +11.2% |
| 30D | -25.7% | -2.0% | -23.7% | -21.9% |
| 3M | -30.9% | -2.8% | -28.1% | -25.9% |
| 6M | -35.5% | +2.2% | -37.7% | -35.7% |
| YTD | -18.7% | +11.5% | -30.2% | -29.7% |
| 1Y | -17.9% | +13.5% | -31.4% | -30.4% |
| 3Y | +838.1% | +78.1% | +760.0% | +350.8% |
| All | +1,980.9% | +72.6% | +1,908.3% | +928.8% |
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