-99.7%
CWD vs VT
+78.1%
-177.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +10.0% | -1.6% | +11.6% | +11.8% |
| 30D | -20.9% | -2.5% | -18.4% | -18.9% |
| 3M | -8.2% | -1.3% | -6.9% | -6.7% |
| 6M | -58.7% | +3.1% | -61.8% | -59.6% |
| YTD | -63.7% | +10.9% | -74.6% | -66.3% |
| 1Y | -84.1% | +12.1% | -96.2% | -85.3% |
| 3Y | -98.4% | +73.9% | -172.3% | -98.9% |
| All | -99.7% | +78.1% | -177.8% | -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