+313.7%
VOO vs CL
+84.6%
+229.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -0.9% | -0.8% | -0.1% | -0.7% |
| 30D | -2.3% | +9.5% | -11.9% | -5.6% |
| 3M | -1.2% | +6.8% | -7.9% | -3.7% |
| 6M | +3.3% | +14.3% | -10.9% | -2.2% |
| YTD | +12.3% | +27.0% | -14.7% | +1.5% |
| 1Y | +12.5% | +26.3% | -13.8% | +1.7% |
| 3Y | +79.2% | +39.3% | +39.9% | +50.2% |
| 5Y | +75.7% | +41.5% | +34.2% | +44.4% |
| 10Y | +313.7% | +84.1% | +229.6% | +202.7% |
| All | +313.7% | +84.6% | +229.1% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 10y: compounded portfolio wealth divided by compounded CL 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…
10y analysis · Full analysis span regression · 6 months rolling