+183.4%
CW vs VOO
+80.9%
+102.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.1% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -24.3% | +0.1% | -24.3% | -24.4% |
| 3M | -23.7% | +2.0% | -25.8% | -25.5% |
| 6M | -20.4% | +13.0% | -33.4% | -30.6% |
| YTD | +2.9% | +13.6% | -10.7% | -10.7% |
| 1Y | +18.0% | +20.1% | -2.1% | -3.0% |
| All | +183.4% | +80.9% | +102.6% | +71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling