-53.7%
CLSX vs VOO
+16.6%
-70.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -0.1% |
| 7D | +35.4% | -0.4% | +35.8% | +39.7% |
| 30D | +21.3% | -1.4% | +22.6% | +34.1% |
| 3M | -47.0% | +3.7% | -50.7% | -58.6% |
| 6M | +22.5% | +13.0% | +9.4% | -44.2% |
| YTD | -15.5% | +12.4% | -28.0% | -56.8% |
| All | -53.7% | +16.6% | -70.3% | -78.7% |
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