-75.7%
CLVT vs VOO
+208.9%
-284.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.4% | +14.3% | +14.2% |
| 7D | +35.5% | -4.7% | +40.2% | +41.4% |
| 30D | +58.5% | -5.9% | +64.4% | +67.2% |
| 3M | +20.1% | -4.5% | +24.6% | +24.8% |
| 6M | -15.9% | +1.9% | -17.7% | -18.4% |
| YTD | -30.2% | +8.4% | -38.6% | -36.4% |
| 1Y | -33.0% | +9.5% | -42.5% | -39.6% |
| 3Y | -66.1% | +75.3% | -141.4% | -80.6% |
| 5Y | -90.0% | +67.9% | -157.9% | -94.0% |
| All | -75.7% | +208.9% | -284.7% | -89.6% |
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