-86.8%
CWD vs VOO
+12.4%
-99.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.3% | -6.5% | -8.9% |
| 7D | -8.4% | +0.1% | -8.5% | -8.7% |
| 30D | -23.0% | -3.3% | -19.7% | -17.3% |
| 3M | -24.2% | -2.4% | -21.8% | -20.3% |
| 6M | -60.5% | +2.6% | -63.1% | -63.9% |
| YTD | -68.2% | +11.3% | -79.4% | -77.1% |
| All | -86.8% | +12.4% | -99.2% | -90.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling