-42.3%
CLW vs VOO
+817.1%
-859.4%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.4% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -8.1% | +0.1% | -8.1% | -8.2% |
| 3M | +30.8% | +2.0% | +28.8% | +28.2% |
| 6M | +40.8% | +13.0% | +27.7% | +27.0% |
| YTD | +20.2% | +13.6% | +6.6% | +8.3% |
| 1Y | -4.6% | +20.1% | -24.6% | -17.9% |
| 3Y | -44.9% | +77.6% | -122.4% | -65.6% |
| 5Y | -39.0% | +82.4% | -121.5% | -63.4% |
| 10Y | -66.9% | +316.8% | -383.8% | -90.4% |
| All | -42.3% | +817.1% | -859.4% | -92.9% |
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