+188.0%
CWS vs VOO
+317.9%
-129.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +0.8% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +1.1% | -3.3% | +4.4% | +3.6% |
| 3M | -5.6% | -2.4% | -3.2% | -4.0% |
| 6M | +1.8% | +2.6% | -0.8% | -0.5% |
| YTD | -0.3% | +11.3% | -11.6% | -8.3% |
| 1Y | +1.3% | +13.4% | -12.2% | -8.2% |
| 3Y | +35.1% | +80.3% | -45.2% | -14.6% |
| 5Y | +37.5% | +72.7% | -35.2% | -10.8% |
| 10Y | +188.0% | +310.0% | -122.0% | -5.1% |
| All | +188.0% | +317.9% | -129.9% | -5.1% |
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