-47.3%
CTW vs VOO
+22.9%
-70.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.3% |
| 7D | -2.5% | -0.8% | -1.7% | -2.0% |
| 30D | -9.3% | -1.1% | -8.2% | -8.7% |
| 3M | -6.4% | +3.9% | -10.3% | -9.3% |
| 6M | +17.6% | +13.6% | +4.0% | +7.1% |
| YTD | +35.3% | +12.7% | +22.6% | +23.6% |
| 1Y | +21.9% | +17.6% | +4.3% | +10.2% |
| All | -47.3% | +22.9% | -70.2% | -53.3% |
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