-27.8%
CLX vs VO
+32.6%
-60.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +13.6% | -2.6% | +16.1% | +14.6% |
| 30D | +23.4% | -0.9% | +24.3% | +23.7% |
| 3M | -2.8% | -3.0% | +0.2% | -1.8% |
| 6M | +14.0% | +2.2% | +11.8% | +13.1% |
| YTD | +4.2% | +10.6% | -6.4% | +0.6% |
| 1Y | -1.2% | +12.5% | -13.7% | -5.1% |
| 3Y | -12.7% | +61.4% | -74.1% | -26.1% |
| All | -27.8% | +32.6% | -60.4% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling