+80.7%
CWEN vs VT
+69.7%
+11.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.7% |
| 7D | +6.5% | -2.3% | +8.8% | +8.5% |
| 30D | +12.6% | -5.0% | +17.5% | +17.2% |
| 3M | +5.4% | -4.9% | +10.3% | +9.7% |
| 6M | -9.0% | -1.5% | -7.5% | -7.7% |
| YTD | +6.6% | +8.5% | -1.9% | +0.7% |
| 1Y | +2.9% | +11.4% | -8.5% | -4.7% |
| 3Y | +80.7% | +70.1% | +10.7% | -6.6% |
| All | +80.7% | +69.7% | +11.0% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling