-99.7%
CWD vs VOO
+92.8%
-192.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.6% |
| 7D | +3.4% | +0.5% | +2.8% | +2.9% |
| 30D | +0.6% | -0.9% | +1.5% | +1.5% |
| 3M | -37.6% | +3.9% | -41.5% | -39.8% |
| 6M | -60.6% | +14.5% | -75.1% | -64.5% |
| YTD | -57.7% | +13.0% | -70.7% | -61.5% |
| 1Y | -75.6% | +19.4% | -95.1% | -78.3% |
| 3Y | -98.3% | +78.9% | -177.2% | -98.8% |
| All | -99.7% | +92.8% | -192.5% | -99.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling