+1.3%
CWB vs VT
+10.5%
-9.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -3.6% | -2.3% | -1.3% | -1.4% |
| 30D | -9.9% | -5.0% | -5.0% | -5.2% |
| 3M | -11.0% | -4.9% | -6.1% | -6.4% |
| 6M | -12.9% | -1.5% | -11.4% | -11.3% |
| YTD | +3.6% | +8.5% | -4.9% | -3.9% |
| 1Y | +1.3% | +11.4% | -10.1% | -8.6% |
| All | +1.3% | +10.5% | -9.2% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling