+175.2%
CWB vs VOO
+309.6%
-134.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +0.8% | +2.6% | -1.8% | -0.9% |
| 30D | -4.1% | -2.0% | -2.1% | -2.8% |
| 3M | -13.1% | -2.8% | -10.3% | -11.4% |
| 6M | -12.4% | +2.2% | -14.5% | -13.5% |
| YTD | +4.7% | +11.5% | -6.9% | -2.4% |
| 1Y | +5.2% | +13.5% | -8.3% | -3.0% |
| 3Y | +47.4% | +78.1% | -30.6% | -0.2% |
| 5Y | +14.7% | +73.1% | -58.4% | -21.5% |
| All | +175.2% | +309.6% | -134.4% | +2.3% |
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 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