+406.9%
CW vs VOO
+309.6%
+97.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | +1.9% | +2.6% | -0.7% | -0.9% |
| 30D | -5.7% | -2.0% | -3.7% | -3.7% |
| 3M | -31.4% | -2.8% | -28.7% | -29.5% |
| 6M | -37.1% | +2.2% | -39.3% | -38.6% |
| YTD | -14.3% | +11.5% | -25.8% | -23.8% |
| 1Y | -13.4% | +13.5% | -26.9% | -24.4% |
| 3Y | +122.8% | +78.1% | +44.7% | +20.0% |
| 5Y | +261.6% | +73.1% | +188.4% | +98.1% |
| All | +406.9% | +309.6% | +97.2% | -1.8% |
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 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