-14.9%
CLX vs VO
+60.6%
-75.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +13.6% | -2.6% | +16.1% | +14.7% |
| 30D | +23.4% | -0.9% | +24.3% | +23.8% |
| 3M | -2.8% | -3.0% | +0.2% | -1.7% |
| 6M | +14.0% | +2.2% | +11.8% | +13.1% |
| YTD | +4.2% | +10.6% | -6.4% | +0.4% |
| 1Y | -1.2% | +12.5% | -13.7% | -5.4% |
| All | -14.9% | +60.6% | -75.5% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling