+322.5%
VOO vs CLS
+3,003.3%
-2,680.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.6% |
| 7D | -0.4% | +20.1% | -20.5% | -3.7% |
| 30D | -1.4% | +6.0% | -7.4% | -2.8% |
| 3M | +3.7% | -10.3% | +14.0% | +4.3% |
| 6M | +13.0% | +24.5% | -11.5% | +5.2% |
| YTD | +12.4% | +12.9% | -0.4% | +5.5% |
| 1Y | +18.6% | +36.7% | -18.1% | +5.2% |
| 3Y | +78.1% | +1,328.1% | -1,250.0% | -14.2% |
| 5Y | +82.3% | +3,682.3% | -3,600.0% | -32.8% |
| 10Y | +322.5% | +3,038.3% | -2,715.8% | +37.1% |
| All | +322.5% | +3,003.3% | -2,680.7% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 CLS 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