-69.6%
CWH vs VT
+76.6%
-146.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.7% | +11.0% | +9.1% |
| 7D | +18.3% | -0.3% | +18.6% | +19.2% |
| 30D | +19.1% | -1.4% | +20.6% | +22.9% |
| 3M | -17.1% | -1.4% | -15.7% | -14.5% |
| 6M | -27.1% | +5.5% | -32.5% | -34.0% |
| YTD | -44.3% | +12.8% | -57.1% | -55.3% |
| 1Y | -54.4% | +15.4% | -69.8% | -65.0% |
| All | -69.6% | +76.6% | -146.2% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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