-20.2%
CLWT vs VOO
+315.3%
-335.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +3.0% | -0.4% | +3.4% | +3.2% |
| 30D | +7.6% | -1.4% | +9.0% | +8.2% |
| 3M | +32.0% | +3.7% | +28.3% | +30.1% |
| 6M | +28.0% | +13.0% | +15.0% | +21.6% |
| YTD | +40.8% | +12.4% | +28.4% | +33.9% |
| 1Y | +25.2% | +18.6% | +6.6% | +16.3% |
| 3Y | +6.6% | +78.1% | -71.4% | -18.7% |
| 5Y | -49.1% | +82.3% | -131.4% | -61.7% |
| 10Y | -20.2% | +322.5% | -342.8% | -53.4% |
| All | -20.2% | +315.3% | -335.6% | -53.4% |
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 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