-62.0%
CLWT vs VOO
+75.1%
-137.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +3.7% |
| 7D | -10.4% | -0.9% | -9.5% | -9.8% |
| 30D | -43.7% | -2.3% | -41.4% | -43.0% |
| 3M | -27.1% | -1.2% | -25.9% | -26.6% |
| 6M | 0.0% | +3.3% | -3.3% | -1.6% |
| YTD | +0.8% | +12.3% | -11.5% | -4.9% |
| 1Y | +3.4% | +12.5% | -9.1% | -2.6% |
| 3Y | -12.6% | +79.2% | -91.8% | -40.8% |
| 5Y | -62.0% | +75.7% | -137.6% | -72.5% |
| All | -62.0% | +75.1% | -137.1% | -72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling