-15.3%
CWK vs VT
+11.9%
-27.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.2% |
| 7D | -4.9% | +2.9% | -7.8% | -8.6% |
| 30D | +18.4% | -2.5% | +20.9% | +22.8% |
| 3M | -2.3% | -3.3% | +1.0% | +2.7% |
| 6M | +1.0% | +1.5% | -0.5% | -1.9% |
| YTD | -16.7% | +11.4% | -28.0% | -30.4% |
| 1Y | -15.3% | +11.9% | -27.2% | -29.9% |
| All | -15.3% | +11.9% | -27.1% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling