-86.3%
CWH vs VOO
+67.9%
-154.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | +0.3% | -10.3% | -10.5% |
| 7D | -8.2% | -2.7% | -5.5% | -4.1% |
| 30D | +1.5% | -5.4% | +6.9% | +10.6% |
| 3M | -26.3% | -4.1% | -22.3% | -21.4% |
| 6M | -41.8% | +0.7% | -42.6% | -42.0% |
| YTD | -52.8% | +8.7% | -61.6% | -57.5% |
| 1Y | -61.0% | +11.0% | -71.9% | -65.9% |
| 3Y | -74.3% | +75.5% | -149.7% | -87.6% |
| All | -86.3% | +67.9% | -154.2% | -93.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling