+2,932.7%
CLS vs VOO
+806.9%
+2,125.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.3% | +7.2% | +6.7% |
| 7D | +2.8% | -0.9% | +3.7% | +4.9% |
| 30D | -30.1% | -2.3% | -27.7% | -27.0% |
| 3M | -21.7% | -1.2% | -20.6% | -19.3% |
| 6M | -36.2% | +3.3% | -39.6% | -37.2% |
| YTD | -17.8% | +12.3% | -30.1% | -26.7% |
| 1Y | -26.8% | +12.5% | -39.3% | -34.1% |
| 3Y | +853.4% | +79.2% | +774.2% | +423.0% |
| 5Y | +2,005.0% | +75.7% | +1,929.3% | +1,097.3% |
| 10Y | +1,929.4% | +313.7% | +1,615.7% | +350.5% |
| All | +2,932.7% | +806.9% | +2,125.8% | +145.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling