+1,698.0%
CW vs VOO
+777.9%
+920.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.3% | +6.5% | +6.5% |
| 7D | -2.6% | -2.7% | +0.1% | +0.2% |
| 30D | -9.0% | -5.4% | -3.6% | -3.2% |
| 3M | -35.1% | -4.1% | -31.0% | -32.2% |
| 6M | -37.6% | +0.7% | -38.3% | -38.2% |
| YTD | -15.8% | +8.7% | -24.6% | -23.4% |
| 1Y | -19.4% | +11.0% | -30.4% | -28.2% |
| 3Y | +124.9% | +75.5% | +49.4% | +19.3% |
| 5Y | +246.6% | +68.4% | +178.2% | +88.7% |
| 10Y | +466.3% | +315.7% | +150.6% | +4.4% |
| All | +1,698.0% | +777.9% | +920.1% | +16.9% |
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 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