-45.7%
CTW vs VOO
+23.2%
-68.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -5.1% | +0.5% | -5.7% | -5.6% |
| 30D | -2.8% | -0.9% | -1.9% | -2.2% |
| 3M | +4.8% | +3.9% | +0.9% | +1.4% |
| 6M | +35.4% | +14.5% | +20.9% | +22.3% |
| YTD | +39.3% | +13.0% | +26.4% | +27.1% |
| 1Y | +23.0% | +19.4% | +3.5% | +10.4% |
| All | -45.7% | +23.2% | -68.9% | -52.0% |
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 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