-42.4%
CLYM vs VOO
+72.6%
-115.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.4% |
| 7D | +0.7% | +2.6% | -1.9% | -1.3% |
| 30D | +0.7% | -2.0% | +2.7% | +2.6% |
| 3M | -29.7% | -2.8% | -26.9% | -28.0% |
| 6M | -9.2% | +2.2% | -11.4% | -10.6% |
| YTD | +159.0% | +11.5% | +147.5% | +139.4% |
| 1Y | +454.0% | +13.5% | +440.5% | +405.6% |
| 3Y | +303.1% | +78.1% | +225.0% | +193.5% |
| All | -42.4% | +72.6% | -115.0% | -61.2% |
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