-61.5%
CLW vs VOO
+803.9%
-865.3%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +0.6% | +3.3% | -2.7% | -2.1% |
| 30D | -28.7% | -2.7% | -26.0% | -27.4% |
| 3M | -36.8% | -1.7% | -35.0% | -36.2% |
| 6M | +2.8% | +3.1% | -0.3% | -0.6% |
| YTD | -19.7% | +11.9% | -31.7% | -27.1% |
| 1Y | -24.3% | +12.1% | -36.4% | -31.4% |
| 3Y | -60.3% | +78.6% | -138.9% | -75.4% |
| 5Y | -64.3% | +73.8% | -138.0% | -77.7% |
| 10Y | -75.6% | +312.3% | -387.9% | -92.9% |
| All | -61.5% | +803.9% | -865.3% | -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 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