+207.8%
CWEN vs VOO
+321.7%
-113.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | +0.4% | -2.0% | +2.4% | +1.9% |
| 30D | -7.0% | -1.7% | -5.4% | -5.9% |
| 3M | -14.3% | +4.7% | -19.0% | -17.2% |
| 6M | -13.6% | +12.6% | -26.2% | -21.0% |
| YTD | -1.3% | +11.8% | -13.0% | -9.3% |
| 1Y | +16.9% | +17.5% | -0.6% | +3.4% |
| 3Y | +55.7% | +77.0% | -21.3% | -0.9% |
| 5Y | +32.2% | +82.6% | -50.4% | -18.5% |
| All | +207.8% | +321.7% | -113.9% | -3.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling