-59.5%
CLW vs VOO
+79.7%
-139.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.0% |
| 7D | -1.1% | -0.9% | -0.2% | -0.5% |
| 30D | -25.5% | -2.3% | -23.2% | -24.3% |
| 3M | -38.7% | -1.2% | -37.5% | -38.3% |
| 6M | +3.6% | +3.3% | +0.2% | -0.3% |
| YTD | -20.1% | +12.3% | -32.4% | -28.7% |
| 1Y | -24.0% | +12.5% | -36.5% | -32.2% |
| All | -59.5% | +79.7% | -139.3% | -77.4% |
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