-27.6%
CWK vs VOO
+210.5%
-238.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.6% |
| 7D | -5.6% | -0.8% | -4.8% | -4.5% |
| 30D | -6.6% | -1.1% | -5.5% | -5.1% |
| 3M | -2.3% | +3.9% | -6.2% | -7.4% |
| 6M | +6.9% | +13.6% | -6.8% | -10.3% |
| YTD | -20.3% | +12.7% | -33.0% | -31.9% |
| 1Y | -22.2% | +17.6% | -39.8% | -37.3% |
| 3Y | +45.4% | +77.3% | -31.9% | -31.2% |
| 5Y | -28.5% | +84.1% | -112.6% | -67.4% |
| All | -27.6% | +210.5% | -238.1% | -82.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling