+78.9%
VOO vs CLS
+1,316.2%
-1,237.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.6% | -6.2% | -1.2% |
| 7D | +0.5% | +12.8% | -12.2% | -1.0% |
| 30D | -0.9% | +3.8% | -4.8% | -1.6% |
| 3M | +3.9% | -14.6% | +18.5% | +5.0% |
| 6M | +14.5% | +32.2% | -17.7% | +8.2% |
| YTD | +13.0% | +11.6% | +1.3% | +8.4% |
| 1Y | +19.4% | +35.1% | -15.6% | +10.3% |
| 3Y | +78.9% | +1,312.5% | -1,233.7% | +6.7% |
| All | +78.9% | +1,316.2% | -1,237.3% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling