+118.8%
CLSE vs VOO
+86.6%
+32.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +2.7% | +2.6% | +0.1% | +1.2% |
| 30D | -6.3% | -2.0% | -4.3% | -5.2% |
| 3M | -5.1% | -2.8% | -2.4% | -3.6% |
| 6M | -3.2% | +2.2% | -5.4% | -4.5% |
| YTD | +17.6% | +11.5% | +6.1% | +10.3% |
| 1Y | +21.9% | +13.5% | +8.4% | +13.2% |
| 3Y | +93.9% | +78.1% | +15.8% | +42.1% |
| All | +118.8% | +86.6% | +32.1% | +55.5% |
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 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