+49.4%
CWS vs VOO
+82.6%
-33.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -2.0% | +0.1% | -2.1% | -2.1% |
| 3M | +4.7% | +2.0% | +2.7% | +3.0% |
| 6M | +2.5% | +13.0% | -10.6% | -6.9% |
| YTD | +4.0% | +13.6% | -9.6% | -5.9% |
| 1Y | +4.1% | +20.1% | -16.0% | -9.7% |
| 3Y | +30.5% | +77.6% | -47.1% | -17.3% |
| All | +49.4% | +82.6% | -33.2% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling