+742.7%
CWST vs VOO
+309.6%
+433.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +2.0% | +2.6% | -0.5% | +0.2% |
| 30D | +22.4% | -2.0% | +24.4% | +23.8% |
| 3M | +10.1% | -2.8% | +12.8% | +12.0% |
| 6M | +18.8% | +2.2% | +16.7% | +15.9% |
| YTD | +2.3% | +11.5% | -9.2% | -7.0% |
| 1Y | +13.4% | +13.5% | -0.1% | +1.6% |
| 3Y | +27.4% | +78.1% | -50.7% | -21.8% |
| 5Y | +15.2% | +73.1% | -58.0% | -28.4% |
| All | +742.7% | +309.6% | +433.1% | +148.8% |
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