-90.8%
CWEB vs VOO
+82.8%
-173.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | -0.5% |
| 7D | -10.8% | -0.8% | -10.0% | -9.2% |
| 30D | -21.0% | -1.1% | -19.9% | -19.2% |
| 3M | -17.1% | +3.9% | -20.9% | -23.9% |
| 6M | -39.3% | +13.6% | -53.0% | -53.9% |
| YTD | -52.9% | +12.7% | -65.6% | -63.3% |
| 1Y | -64.4% | +17.6% | -81.9% | -74.4% |
| 3Y | -44.1% | +77.3% | -121.4% | -84.7% |
| All | -90.8% | +82.8% | -173.6% | -97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling