+347.7%
CWB vs VOO
+806.9%
-459.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.8% |
| 7D | +0.2% | -0.9% | +1.1% | +0.8% |
| 30D | -5.6% | -2.3% | -3.3% | -4.1% |
| 3M | -9.0% | -1.2% | -7.9% | -8.3% |
| 6M | -10.7% | +3.3% | -14.0% | -12.4% |
| YTD | +6.7% | +12.3% | -5.6% | -0.8% |
| 1Y | +3.9% | +12.5% | -8.6% | -3.5% |
| 3Y | +50.6% | +79.2% | -28.5% | +2.9% |
| 5Y | +17.5% | +75.7% | -58.2% | -19.4% |
| 10Y | +178.9% | +313.7% | -134.8% | +10.1% |
| All | +347.7% | +806.9% | -459.2% | +13.9% |
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