+24.2%
CWST vs VOO
+82.3%
-58.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.2% |
| 7D | -0.6% | +0.5% | -1.2% | -0.9% |
| 30D | +3.0% | -0.9% | +3.9% | +3.5% |
| 3M | +8.9% | +3.9% | +5.0% | +6.1% |
| 6M | -2.1% | +14.5% | -16.6% | -10.5% |
| YTD | -6.0% | +13.0% | -18.9% | -13.3% |
| 1Y | -1.3% | +19.4% | -20.7% | -12.3% |
| 3Y | +17.4% | +78.9% | -61.4% | -21.5% |
| 5Y | +24.2% | +82.3% | -58.1% | -19.1% |
| All | +24.2% | +82.3% | -58.2% | -19.1% |
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