+23.4%
CEW vs VOO
+81.6%
-58.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +0.9% | -0.4% | +1.2% | +0.9% |
| 30D | +1.3% | -1.4% | +2.7% | +1.6% |
| 3M | +4.0% | +3.7% | +0.3% | +3.3% |
| 6M | +5.2% | +13.0% | -7.8% | +2.9% |
| YTD | +6.3% | +12.4% | -6.1% | +4.1% |
| 1Y | +9.6% | +18.6% | -9.0% | +6.2% |
| 3Y | +27.0% | +78.1% | -51.0% | +13.8% |
| 5Y | +23.4% | +82.3% | -58.8% | +9.0% |
| All | +23.4% | +81.6% | -58.1% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling