+2,097.6%
CW vs VOO
+817.1%
+1,280.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -25.4% |
| 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% | -3.5% |
| 3Y | +173.4% | +77.6% | +95.9% | +43.3% |
| 5Y | +385.2% | +82.4% | +302.7% | +140.6% |
| 10Y | +551.2% | +316.8% | +234.4% | +20.6% |
| All | +2,097.6% | +817.1% | +1,280.5% | +36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling