-65.5%
CLVT vs VOO
+75.0%
-140.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.4% | +14.3% | +14.7% |
| 7D | +35.5% | -4.7% | +40.2% | +42.1% |
| 30D | +58.5% | -5.9% | +64.4% | +68.3% |
| 3M | +20.1% | -4.5% | +24.6% | +25.3% |
| 6M | -15.9% | +1.9% | -17.7% | -19.5% |
| YTD | -30.2% | +8.4% | -38.6% | -38.3% |
| 1Y | -33.0% | +9.5% | -42.5% | -41.6% |
| All | -65.5% | +75.0% | -140.5% | -89.3% |
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