+15.4%
CTW vs VOO
+17.3%
-1.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.9% |
| 7D | -1.7% | -2.0% | +0.3% | -0.2% |
| 30D | -10.4% | -1.7% | -8.8% | -9.4% |
| 3M | +9.4% | +4.7% | +4.7% | +5.2% |
| 6M | +28.9% | +12.6% | +16.3% | +17.8% |
| YTD | +34.1% | +11.8% | +22.3% | +23.0% |
| 1Y | +15.4% | +17.5% | -2.1% | +25.5% |
| All | +15.4% | +17.3% | -1.9% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling