-2.4%
CLYM vs VOO
+86.8%
-89.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.7% |
| 7D | +6.5% | +0.1% | +6.4% | +6.3% |
| 30D | +24.5% | +0.1% | +24.4% | +24.2% |
| 3M | +42.3% | +2.0% | +40.2% | +39.7% |
| 6M | +113.2% | +13.0% | +100.2% | +92.9% |
| YTD | +288.0% | +13.6% | +274.4% | +251.0% |
| 1Y | +566.1% | +20.1% | +546.0% | +480.1% |
| 3Y | +485.7% | +77.6% | +408.1% | +308.3% |
| 5Y | -43.7% | +82.4% | -126.1% | -57.8% |
| All | -2.4% | +86.8% | -89.2% | -37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling