+29.7%
CEW vs VOO
+311.2%
-281.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | -0.9% | +3.3% | -4.2% | -1.4% |
| 30D | -1.2% | -2.7% | +1.4% | -0.8% |
| 3M | -1.8% | -1.7% | 0.0% | -1.5% |
| 6M | 0.0% | +3.1% | -3.1% | -0.6% |
| YTD | +2.8% | +11.9% | -9.1% | +0.7% |
| 1Y | +4.3% | +12.1% | -7.7% | +2.2% |
| 3Y | +21.0% | +78.6% | -57.6% | +8.7% |
| 5Y | +21.6% | +73.8% | -52.2% | +9.1% |
| All | +29.7% | +311.2% | -281.5% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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