+564.1%
CWBC vs VOO
+817.1%
-253.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | +3.7% | +0.1% | +3.7% | +3.6% |
| 3M | +9.8% | +2.0% | +7.8% | +8.0% |
| 6M | +14.7% | +13.0% | +1.6% | +4.6% |
| YTD | +20.0% | +13.6% | +6.4% | +9.0% |
| 1Y | +28.3% | +20.1% | +8.2% | +11.8% |
| 3Y | +92.1% | +77.6% | +14.6% | +26.3% |
| 5Y | +41.0% | +82.4% | -41.4% | -10.4% |
| 10Y | +110.7% | +316.8% | -206.1% | -13.7% |
| All | +564.1% | +817.1% | -253.0% | +117.2% |
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