-70.2%
CWH vs VOO
+309.2%
-379.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.3% | -5.9% | -5.7% |
| 7D | -8.9% | -0.6% | -8.4% | -7.9% |
| 30D | -3.3% | -3.6% | +0.3% | +2.5% |
| 3M | -28.8% | -2.7% | -26.1% | -25.6% |
| 6M | -41.5% | +2.2% | -43.8% | -43.1% |
| YTD | -55.0% | +10.9% | -65.9% | -60.9% |
| 1Y | -61.9% | +11.3% | -73.2% | -67.1% |
| 3Y | -75.0% | +76.9% | -151.9% | -89.0% |
| 5Y | -86.9% | +73.5% | -160.4% | -93.9% |
| 10Y | -69.9% | +307.7% | -377.6% | -95.4% |
| All | -70.2% | +309.2% | -379.4% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling