+130.3%
CLSE vs VOO
+87.0%
+43.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -0.5% | -2.0% | +1.5% | +0.6% |
| 30D | +1.4% | -1.7% | +3.0% | +2.4% |
| 3M | +1.6% | +4.7% | -3.1% | -1.2% |
| 6M | +20.8% | +12.6% | +8.2% | +12.7% |
| YTD | +23.8% | +11.8% | +12.0% | +16.0% |
| 1Y | +33.0% | +17.5% | +15.5% | +21.2% |
| 3Y | +114.0% | +77.0% | +37.0% | +57.3% |
| All | +130.3% | +87.0% | +43.2% | +63.5% |
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