+310.7%
VOO vs CLF
+74.2%
+236.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.1% |
| 7D | +2.6% | +10.4% | -7.8% | +1.1% |
| 30D | -2.0% | +0.6% | -2.5% | -2.5% |
| 3M | -2.8% | +4.1% | -6.9% | -4.1% |
| 6M | +2.2% | +15.1% | -12.9% | -1.5% |
| YTD | +11.5% | -4.7% | +16.3% | +9.2% |
| 1Y | +13.5% | +20.4% | -6.9% | +7.2% |
| 3Y | +78.1% | -23.4% | +101.5% | +70.4% |
| 5Y | +73.1% | -43.3% | +116.4% | +67.6% |
| All | +310.7% | +74.2% | +236.5% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 CLF 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