-75.7%
CWH vs VOO
+78.5%
-154.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.7% |
| 7D | -5.4% | +2.6% | -8.0% | -9.7% |
| 30D | +0.7% | -2.0% | +2.7% | +4.3% |
| 3M | -33.5% | -2.8% | -30.8% | -30.1% |
| 6M | -35.0% | +2.2% | -37.2% | -37.1% |
| YTD | -55.4% | +11.5% | -66.9% | -62.6% |
| 1Y | -60.6% | +13.5% | -74.1% | -67.9% |
| 3Y | -75.7% | +78.1% | -153.8% | -92.7% |
| All | -75.7% | +78.5% | -154.2% | -92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling