+374.8%
CWCO vs VOO
+802.4%
-427.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | -3.2% | -2.0% | -1.3% | -1.8% |
| 30D | -13.2% | -1.7% | -11.6% | -12.1% |
| 3M | -6.4% | +4.7% | -11.1% | -9.7% |
| 6M | -18.0% | +12.6% | -30.5% | -25.3% |
| YTD | -19.5% | +11.8% | -31.3% | -26.3% |
| 1Y | -13.3% | +17.5% | -30.9% | -23.6% |
| 3Y | 0.0% | +77.0% | -76.9% | -36.6% |
| 5Y | +160.9% | +82.6% | +78.3% | +55.8% |
| 10Y | +190.5% | +320.0% | -129.5% | -22.8% |
| All | +374.8% | +802.4% | -427.6% | -52.2% |
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