-90.3%
CLVT vs VOO
+72.6%
-162.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.8% |
| 7D | -0.4% | +2.6% | -3.0% | -3.7% |
| 30D | +44.7% | -2.0% | +46.7% | +47.1% |
| 3M | +18.9% | -2.8% | +21.6% | +21.9% |
| 6M | -4.5% | +2.2% | -6.7% | -8.8% |
| YTD | -30.2% | +11.5% | -41.8% | -40.8% |
| 1Y | -33.4% | +13.5% | -46.9% | -44.8% |
| 3Y | -64.1% | +78.1% | -142.2% | -84.3% |
| All | -90.3% | +72.6% | -162.8% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling