-98.5%
CWD vs VT
+76.6%
-175.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.9% |
| 7D | +5.6% | -0.3% | +6.0% | +6.0% |
| 30D | -18.2% | -1.4% | -16.8% | -17.0% |
| 3M | -3.4% | -1.4% | -2.0% | -1.8% |
| 6M | -43.9% | +5.5% | -49.3% | -46.4% |
| YTD | -63.8% | +12.8% | -76.6% | -66.8% |
| 1Y | -83.5% | +15.4% | -98.9% | -85.0% |
| All | -98.5% | +76.6% | -175.0% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling