-68.1%
CLW vs VOO
+321.7%
-389.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -4.9% | -2.0% | -2.9% | -3.4% |
| 30D | -13.1% | -1.7% | -11.5% | -12.0% |
| 3M | +19.0% | +4.7% | +14.2% | +14.3% |
| 6M | +41.6% | +12.6% | +29.0% | +28.8% |
| YTD | +13.2% | +11.8% | +1.4% | +3.7% |
| 1Y | -7.3% | +17.5% | -24.8% | -18.3% |
| 3Y | -44.2% | +77.0% | -121.2% | -64.1% |
| 5Y | -41.9% | +82.6% | -124.5% | -64.1% |
| All | -68.1% | +321.7% | -389.8% | -90.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling