-52.6%
CWH vs VOO
+319.1%
-371.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +4.2% |
| 7D | +6.6% | +0.1% | +6.5% | +6.4% |
| 30D | +7.2% | +0.1% | +7.2% | +7.2% |
| 3M | -0.7% | +2.0% | -2.7% | -3.2% |
| 6M | -9.0% | +13.0% | -22.1% | -23.7% |
| YTD | -28.5% | +13.6% | -42.1% | -40.2% |
| 1Y | -59.8% | +20.1% | -79.8% | -69.1% |
| 3Y | -70.6% | +77.6% | -148.2% | -87.1% |
| 5Y | -78.2% | +82.4% | -160.6% | -90.7% |
| All | -52.6% | +319.1% | -371.7% | -92.6% |
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