-45.5%
CLWT vs VOO
+82.3%
-127.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.5% |
| 7D | +5.6% | +0.5% | +5.0% | +5.3% |
| 30D | +7.5% | -0.9% | +8.5% | +8.0% |
| 3M | +15.5% | +3.9% | +11.7% | +13.4% |
| 6M | +23.9% | +14.5% | +9.4% | +15.7% |
| YTD | +42.5% | +13.0% | +29.5% | +33.8% |
| 1Y | +24.8% | +19.4% | +5.4% | +13.6% |
| 3Y | +7.9% | +78.9% | -71.0% | -26.8% |
| 5Y | -45.5% | +82.3% | -127.7% | -61.7% |
| All | -45.5% | +82.3% | -127.8% | -61.7% |
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