-45.9%
CTW vs VOO
+23.9%
-69.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | +0.8% | +0.1% | +0.8% | +0.7% |
| 3M | +8.6% | +2.0% | +6.6% | +6.2% |
| 6M | +57.9% | +13.0% | +44.9% | +44.8% |
| YTD | +38.7% | +13.6% | +25.1% | +26.1% |
| 1Y | +24.4% | +20.1% | +4.3% | +11.3% |
| All | -45.9% | +23.9% | -69.8% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling