+188.4%
CWCO vs VOO
+325.3%
-136.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.1% |
| 7D | -3.8% | -0.8% | -3.1% | -3.3% |
| 30D | -10.6% | -1.1% | -9.6% | -10.0% |
| 3M | -5.9% | +3.9% | -9.8% | -8.3% |
| 6M | -17.3% | +13.6% | -30.9% | -24.1% |
| YTD | -19.2% | +12.7% | -31.9% | -25.4% |
| 1Y | -14.6% | +17.6% | -32.2% | -23.3% |
| 3Y | -2.6% | +77.3% | -79.9% | -34.0% |
| 5Y | +162.0% | +84.1% | +77.9% | +68.9% |
| All | +188.4% | +325.3% | -136.9% | 0.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling