-57.1%
CLSX vs VOO
+15.9%
-73.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -3.0% |
| 7D | +2.8% | -2.0% | +4.7% | +18.2% |
| 30D | +14.1% | -1.7% | +15.8% | +29.1% |
| 3M | -43.3% | +4.7% | -48.1% | -59.3% |
| 6M | +12.7% | +12.6% | +0.1% | -47.0% |
| YTD | -21.7% | +11.8% | -33.5% | -58.1% |
| All | -57.1% | +15.9% | -73.0% | -79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling