-35.7%
CLX vs VO
+43.2%
-78.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -3.5% | +0.6% | -4.2% | -3.8% |
| 30D | -11.9% | -1.1% | -10.8% | -11.5% |
| 3M | -2.6% | +4.5% | -7.2% | -4.0% |
| 6M | -18.2% | +11.1% | -29.2% | -21.1% |
| YTD | -5.9% | +13.5% | -19.4% | -9.9% |
| 1Y | -23.8% | +14.5% | -38.3% | -27.3% |
| 3Y | -33.6% | +58.1% | -91.7% | -43.4% |
| 5Y | -35.7% | +43.3% | -79.0% | -46.9% |
| All | -35.7% | +43.2% | -78.9% | -46.9% |
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