-33.6%
CLX vs VOO
+79.1%
-112.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -3.5% | +0.5% | -4.1% | -3.7% |
| 30D | -11.9% | -0.9% | -10.9% | -11.6% |
| 3M | -2.6% | +3.9% | -6.5% | -3.5% |
| 6M | -18.2% | +14.5% | -32.7% | -21.2% |
| YTD | -5.9% | +13.0% | -18.9% | -9.2% |
| 1Y | -23.8% | +19.4% | -43.3% | -27.7% |
| 3Y | -33.6% | +78.9% | -112.5% | -51.0% |
| All | -33.6% | +79.1% | -112.7% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling