-42.5%
CLYM vs VOO
+80.3%
-122.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +2.5% | -2.0% | +4.4% | +4.2% |
| 30D | +7.9% | -1.7% | +9.6% | +9.4% |
| 3M | +38.4% | +4.7% | +33.7% | +32.9% |
| 6M | +104.0% | +12.6% | +91.4% | +85.7% |
| YTD | +273.7% | +11.8% | +262.0% | +243.5% |
| 1Y | +528.2% | +17.5% | +510.6% | +458.5% |
| 3Y | +464.2% | +77.0% | +387.2% | +302.0% |
| 5Y | -42.5% | +82.6% | -125.1% | -62.9% |
| All | -42.5% | +80.3% | -122.8% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling