+91.6%
CWT vs VOO
+325.3%
-233.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.8% |
| 7D | -3.6% | -0.8% | -2.8% | -3.2% |
| 30D | -3.5% | -1.1% | -2.4% | -2.9% |
| 3M | +7.0% | +3.9% | +3.1% | +4.4% |
| 6M | +11.0% | +13.6% | -2.6% | +2.2% |
| YTD | +13.8% | +12.7% | +1.0% | +5.0% |
| 1Y | +7.0% | +17.6% | -10.6% | -4.0% |
| 3Y | +6.3% | +77.3% | -71.0% | -29.6% |
| 5Y | -12.8% | +84.1% | -97.0% | -44.8% |
| All | +91.6% | +325.3% | -233.7% | -42.3% |
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