+247.6%
CW vs VOO
+68.0%
+179.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.3% | +6.5% | +6.5% |
| 7D | -2.6% | -2.7% | +0.1% | -0.3% |
| 30D | -9.0% | -5.4% | -3.6% | -4.4% |
| 3M | -35.1% | -4.1% | -31.0% | -32.7% |
| 6M | -37.6% | +0.7% | -38.3% | -38.0% |
| YTD | -15.8% | +8.7% | -24.6% | -21.9% |
| 1Y | -19.4% | +11.0% | -30.4% | -26.4% |
| 3Y | +124.9% | +75.5% | +49.4% | +44.5% |
| All | +247.6% | +68.0% | +179.6% | +128.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling