-51.3%
CLSX vs VOO
+16.9%
-68.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | +0.8% | +12.7% | +7.4% |
| 7D | +15.4% | -0.8% | +16.1% | +22.3% |
| 30D | +16.7% | -1.1% | +17.8% | +27.0% |
| 3M | -45.1% | +3.9% | -49.0% | -58.1% |
| 6M | +23.2% | +13.6% | +9.5% | -45.7% |
| YTD | -11.1% | +12.7% | -23.8% | -55.0% |
| All | -51.3% | +16.9% | -68.2% | -77.8% |
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 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