+7.9%
CLWT vs VOO
+79.1%
-71.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.3% |
| 7D | +5.6% | +0.5% | +5.0% | +5.5% |
| 30D | +7.5% | -0.9% | +8.5% | +7.6% |
| 3M | +15.5% | +3.9% | +11.7% | +15.4% |
| 6M | +23.9% | +14.5% | +9.4% | +23.7% |
| YTD | +42.5% | +13.0% | +29.5% | +42.3% |
| 1Y | +24.8% | +19.4% | +5.4% | +24.4% |
| 3Y | +7.9% | +78.9% | -71.0% | +13.7% |
| All | +7.9% | +79.1% | -71.2% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling