+810.9%
VOO vs CLX
+170.8%
+640.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.5% | -0.6% |
| 7D | +2.6% | +9.5% | -6.9% | +0.6% |
| 30D | -2.0% | +30.7% | -32.7% | -7.5% |
| 3M | -2.8% | +4.2% | -7.0% | -3.8% |
| 6M | +2.2% | +22.1% | -20.0% | -2.7% |
| YTD | +11.5% | +14.1% | -2.6% | +7.2% |
| 1Y | +13.5% | +10.3% | +3.2% | +9.9% |
| 3Y | +78.1% | -7.8% | +85.9% | +77.5% |
| 5Y | +73.1% | -20.8% | +94.0% | +75.6% |
| 10Y | +310.7% | +31.9% | +278.9% | +228.1% |
| All | +810.9% | +170.8% | +640.1% | +430.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 all: compounded portfolio wealth divided by compounded CLX 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…
all analysis · Full analysis span regression · 6 months rolling