+582.1%
CW vs VOO
+315.3%
+266.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +0.7% | -0.4% | +1.0% | +1.1% |
| 30D | -18.6% | -1.4% | -17.2% | -17.4% |
| 3M | -22.9% | +3.7% | -26.6% | -25.9% |
| 6M | -19.9% | +13.0% | -33.0% | -29.8% |
| YTD | +2.6% | +12.4% | -9.8% | -9.5% |
| 1Y | +17.5% | +18.6% | -1.1% | -1.8% |
| 3Y | +185.4% | +78.1% | +107.4% | +53.5% |
| 5Y | +396.9% | +82.3% | +314.7% | +155.4% |
| 10Y | +582.1% | +322.5% | +259.5% | +19.9% |
| All | +582.1% | +315.3% | +266.7% | +19.9% |
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