-99.7%
CWD vs VOO
+90.0%
-189.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.5% | -6.1% |
| 7D | -8.4% | +0.1% | -8.4% | -8.3% |
| 30D | -23.0% | -3.3% | -19.7% | -20.7% |
| 3M | -24.2% | -2.4% | -21.8% | -22.5% |
| 6M | -60.5% | +2.6% | -63.1% | -61.3% |
| YTD | -68.1% | +11.3% | -79.4% | -70.5% |
| 1Y | -86.6% | +13.4% | -100.1% | -87.7% |
| 3Y | -98.5% | +80.3% | -178.8% | -99.0% |
| All | -99.7% | +90.0% | -189.7% | -99.9% |
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