+2,065.0%
CWST vs VOO
+817.1%
+1,248.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +3.9% | +0.1% | +3.8% | +3.8% |
| 3M | +11.8% | +2.0% | +9.8% | +9.1% |
| 6M | 0.0% | +13.0% | -13.1% | -11.6% |
| YTD | -4.5% | +13.6% | -18.1% | -16.0% |
| 1Y | -2.1% | +20.1% | -22.2% | -18.7% |
| 3Y | +17.4% | +77.6% | -60.1% | -34.6% |
| 5Y | +25.9% | +82.4% | -56.5% | -33.2% |
| 10Y | +926.7% | +316.8% | +609.8% | +98.9% |
| All | +2,065.0% | +817.1% | +1,248.0% | +25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling