-48.0%
CTW vs VOO
+22.6%
-70.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.8% |
| 7D | -6.9% | -0.4% | -6.5% | -6.7% |
| 30D | -9.1% | -1.4% | -7.7% | -8.2% |
| 3M | +4.1% | +3.7% | +0.3% | +0.9% |
| 6M | +31.2% | +13.0% | +18.2% | +20.0% |
| YTD | +33.5% | +12.4% | +21.1% | +22.3% |
| 1Y | +17.9% | +18.6% | -0.7% | +6.3% |
| All | -48.0% | +22.6% | -70.6% | -53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling