-58.8%
CWEB vs VT
+21.4%
-80.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.1% |
| 7D | -2.7% | +1.0% | -3.8% | -4.9% |
| 30D | -22.3% | -0.2% | -22.1% | -22.0% |
| 3M | -8.7% | +4.5% | -13.2% | -18.3% |
| 6M | -32.4% | +14.1% | -46.5% | -51.2% |
| YTD | -49.9% | +14.8% | -64.7% | -64.4% |
| 1Y | -58.8% | +21.2% | -80.0% | -72.8% |
| All | -58.8% | +21.4% | -80.2% | -72.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling