+82.3%
VOO vs CL
+30.0%
+52.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.5% | -1.4% | +1.9% | +0.8% |
| 30D | -0.9% | -5.2% | +4.3% | 0.0% |
| 3M | +3.9% | +3.3% | +0.6% | +3.0% |
| 6M | +14.5% | -4.4% | +18.9% | +15.2% |
| YTD | +13.0% | +13.9% | -1.0% | +9.3% |
| 1Y | +19.4% | +7.6% | +11.8% | +17.0% |
| 3Y | +78.9% | +29.6% | +49.3% | +59.2% |
| 5Y | +82.3% | +28.1% | +54.2% | +61.8% |
| All | +82.3% | +30.0% | +52.3% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling