-25.5%
CWK vs VOO
+211.2%
-236.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.2% |
| 7D | -1.0% | +0.5% | -1.5% | -1.7% |
| 30D | -4.1% | -0.9% | -3.2% | -2.8% |
| 3M | +0.2% | +3.9% | -3.7% | -5.0% |
| 6M | +4.7% | +14.5% | -9.8% | -13.1% |
| YTD | -18.1% | +13.0% | -31.0% | -30.3% |
| 1Y | -19.1% | +19.4% | -38.5% | -36.1% |
| 3Y | +48.5% | +78.9% | -30.4% | -30.6% |
| 5Y | -28.1% | +82.3% | -110.4% | -66.7% |
| All | -25.5% | +211.2% | -236.7% | -81.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling