+43.9%
CWBC vs VOO
+82.4%
-38.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | +2.3% | +0.5% | +1.8% | +1.9% |
| 30D | +4.4% | -0.9% | +5.4% | +5.0% |
| 3M | +6.2% | +3.9% | +2.4% | +3.5% |
| 6M | +16.4% | +14.5% | +1.8% | +6.3% |
| YTD | +18.7% | +13.0% | +5.7% | +9.4% |
| 1Y | +26.5% | +19.4% | +7.1% | +12.4% |
| 3Y | +100.0% | +78.9% | +21.1% | +40.9% |
| All | +43.9% | +82.4% | -38.5% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling