+426.4%
CW vs VOO
+314.4%
+112.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -1.1% |
| 7D | +6.0% | -0.9% | +6.9% | +7.1% |
| 30D | -4.9% | -2.3% | -2.6% | -2.5% |
| 3M | -32.1% | -1.2% | -30.9% | -31.4% |
| 6M | -34.1% | +3.3% | -37.5% | -36.6% |
| YTD | -12.9% | +12.3% | -25.3% | -23.3% |
| 1Y | -16.5% | +12.5% | -29.0% | -26.4% |
| 3Y | +132.7% | +79.2% | +53.5% | +24.5% |
| 5Y | +268.1% | +75.7% | +192.5% | +98.3% |
| 10Y | +426.4% | +313.7% | +112.7% | +1.1% |
| All | +426.4% | +314.4% | +112.0% | +1.1% |
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