+25.5%
CWST vs VT
+69.4%
-43.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.3% | +2.9% |
| 7D | +10.8% | -4.2% | +15.0% | +12.7% |
| 30D | +21.9% | -5.8% | +27.7% | +25.0% |
| 3M | +11.1% | -5.2% | +16.4% | +13.5% |
| 6M | +15.3% | +0.1% | +15.2% | +13.8% |
| YTD | +2.2% | +8.2% | -6.1% | -4.2% |
| 1Y | +11.2% | +10.1% | +1.1% | +3.1% |
| All | +25.5% | +69.4% | -43.8% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling