-99.7%
CWD vs VT
+85.2%
-184.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -5.6% | +0.4% | -6.0% | -6.0% |
| 30D | +14.9% | +1.0% | +14.0% | +14.2% |
| 3M | -43.7% | +2.4% | -46.1% | -44.8% |
| 6M | -61.2% | +12.0% | -73.2% | -64.8% |
| YTD | -59.0% | +15.3% | -74.4% | -63.3% |
| 1Y | -78.7% | +22.6% | -101.2% | -81.4% |
| 3Y | -98.4% | +74.7% | -173.0% | -98.8% |
| All | -99.7% | +85.2% | -184.8% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling