-28.3%
CWK vs VT
+57.0%
-85.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | -4.7% | +2.4% | -7.1% | -8.0% |
| 30D | +20.5% | -1.5% | +22.0% | +23.4% |
| 3M | -7.4% | -4.1% | -3.3% | -1.1% |
| 6M | +2.0% | +0.6% | +1.4% | +0.7% |
| YTD | -17.9% | +11.0% | -28.9% | -30.1% |
| 1Y | -14.4% | +13.3% | -27.7% | -29.3% |
| 3Y | +77.6% | +73.4% | +4.2% | -22.1% |
| All | -28.3% | +57.0% | -85.4% | -62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling