+542.8%
CWBC vs VOO
+803.9%
-261.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -1.2% | +3.3% | -4.4% | -3.5% |
| 30D | -0.4% | -2.7% | +2.3% | +1.4% |
| 3M | -0.3% | -1.7% | +1.5% | +0.8% |
| 6M | +9.9% | +3.1% | +6.7% | +7.0% |
| YTD | +16.2% | +11.9% | +4.2% | +6.5% |
| 1Y | +20.7% | +12.1% | +8.6% | +10.5% |
| 3Y | +72.7% | +78.6% | -5.8% | +13.0% |
| 5Y | +35.3% | +73.8% | -38.5% | -10.9% |
| 10Y | +104.5% | +312.3% | -207.8% | -15.5% |
| All | +542.8% | +803.9% | -261.0% | +112.1% |
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 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