+5.9%
CLX vs VO
+13.8%
-7.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.7% | +2.8% | +3.8% |
| 7D | +17.4% | -0.1% | +17.5% | +17.2% |
| 30D | +27.8% | +0.5% | +27.3% | +27.1% |
| 3M | +3.0% | -1.0% | +4.0% | +3.2% |
| 6M | +17.5% | +6.4% | +11.1% | +13.5% |
| YTD | +10.0% | +13.6% | -3.6% | +2.2% |
| All | +5.9% | +13.8% | -7.9% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling