+11.6%
CEW vs VOO
+795.4%
-783.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +0.6% | -0.6% | +1.1% | +0.7% |
| 30D | -0.3% | -3.6% | +3.4% | +0.5% |
| 3M | -1.3% | -2.7% | +1.4% | -0.8% |
| 6M | +0.1% | +2.2% | -2.2% | -0.5% |
| YTD | +3.6% | +10.9% | -7.3% | +1.2% |
| 1Y | +5.0% | +11.3% | -6.3% | +2.5% |
| 3Y | +21.9% | +76.9% | -55.1% | +7.1% |
| 5Y | +22.3% | +73.5% | -51.2% | +7.3% |
| 10Y | +28.9% | +307.7% | -278.8% | -10.3% |
| All | +11.6% | +795.4% | -783.8% | -40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling