-12.5%
CLWT vs VOO
+78.5%
-90.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.1% |
| 7D | +3.4% | +2.6% | +0.8% | +3.0% |
| 30D | -14.1% | -2.0% | -12.1% | -13.8% |
| 3M | -25.6% | -2.8% | -22.8% | -25.4% |
| 6M | +3.4% | +2.2% | +1.2% | +3.3% |
| YTD | +1.7% | +11.5% | -9.9% | +1.2% |
| 1Y | +9.9% | +13.5% | -3.6% | +9.2% |
| 3Y | -12.5% | +78.1% | -90.6% | -10.8% |
| All | -12.5% | +78.5% | -90.9% | -10.8% |
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