-74.3%
CWH vs VOO
+75.5%
-149.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | +0.3% | -10.3% | -10.5% |
| 7D | -8.2% | -2.7% | -5.5% | -3.4% |
| 30D | +1.5% | -5.4% | +6.9% | +12.3% |
| 3M | -26.3% | -4.1% | -22.3% | -20.6% |
| 6M | -41.8% | +0.7% | -42.6% | -42.3% |
| YTD | -52.8% | +8.7% | -61.6% | -58.6% |
| 1Y | -61.0% | +11.0% | -71.9% | -67.0% |
| 3Y | -74.3% | +75.5% | -149.7% | -91.8% |
| All | -74.3% | +75.5% | -149.8% | -91.8% |
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