-55.4%
CWH vs VOO
+316.7%
-372.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.2% | -4.9% |
| 7D | +1.1% | +0.5% | +0.5% | +0.2% |
| 30D | +3.8% | -0.9% | +4.7% | +5.4% |
| 3M | -4.0% | +3.9% | -7.8% | -9.2% |
| 6M | -10.9% | +14.5% | -25.4% | -26.7% |
| YTD | -32.6% | +13.0% | -45.5% | -43.1% |
| 1Y | -62.4% | +19.4% | -81.8% | -70.8% |
| 3Y | -68.1% | +78.9% | -147.0% | -86.2% |
| 5Y | -78.9% | +82.3% | -161.2% | -91.0% |
| All | -55.4% | +316.7% | -372.1% | -93.0% |
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