+225.8%
CWI vs VOO
+817.1%
-591.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +1.2% | +0.1% | +1.0% | +1.1% |
| 30D | +2.0% | +0.1% | +2.0% | +2.0% |
| 3M | +3.1% | +2.0% | +1.1% | +1.3% |
| 6M | +10.9% | +13.0% | -2.1% | -0.3% |
| YTD | +18.0% | +13.6% | +4.4% | +5.6% |
| 1Y | +28.2% | +20.1% | +8.1% | +9.2% |
| 3Y | +76.6% | +77.6% | -0.9% | +4.7% |
| 5Y | +58.8% | +82.4% | -23.6% | -9.2% |
| 10Y | +153.4% | +316.8% | -163.4% | -38.7% |
| All | +225.8% | +817.1% | -591.3% | -69.6% |
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