+14.4%
CWST vs VT
+5.0%
+9.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.0% | +3.6% |
| 7D | +11.7% | -0.3% | +12.0% | +11.4% |
| 30D | +18.5% | -1.4% | +20.0% | +17.8% |
| 3M | +8.1% | -1.4% | +9.5% | +7.4% |
| 6M | +14.4% | +5.5% | +9.0% | +16.6% |
| All | +14.4% | +5.0% | +9.5% | +16.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling