+915.1%
CWST vs VOO
+315.3%
+599.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -2.4% | -0.4% | -2.0% | -2.1% |
| 30D | +1.3% | -1.4% | +2.7% | +2.4% |
| 3M | +3.8% | +3.7% | +0.1% | +0.6% |
| 6M | -4.8% | +13.0% | -17.8% | -13.9% |
| YTD | -6.9% | +12.4% | -19.4% | -15.5% |
| 1Y | -1.7% | +18.6% | -20.3% | -14.7% |
| 3Y | +16.3% | +78.1% | -61.8% | -28.2% |
| 5Y | +22.4% | +82.3% | -59.9% | -27.0% |
| 10Y | +915.1% | +322.5% | +592.6% | +187.2% |
| All | +915.1% | +315.3% | +599.8% | +187.2% |
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