+194.9%
CWS vs VOO
+320.4%
-125.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | -0.9% | +0.5% | -1.5% | -1.3% |
| 30D | -3.0% | -0.9% | -2.0% | -2.3% |
| 3M | +4.0% | +3.9% | +0.1% | +0.9% |
| 6M | +3.4% | +14.5% | -11.2% | -6.9% |
| YTD | +2.5% | +13.0% | -10.4% | -6.7% |
| 1Y | +2.6% | +19.4% | -16.8% | -10.5% |
| 3Y | +32.0% | +78.9% | -46.9% | -15.9% |
| 5Y | +46.6% | +82.3% | -35.7% | -8.6% |
| All | +194.9% | +320.4% | -125.5% | -4.0% |
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