-10.9%
CWT vs VOO
+75.1%
-86.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -1.2% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +8.6% | -2.3% | +10.9% | +9.3% |
| 3M | 0.0% | -1.2% | +1.2% | +0.3% |
| 6M | +17.4% | +3.3% | +14.0% | +15.8% |
| YTD | +18.0% | +12.3% | +5.6% | +12.7% |
| 1Y | +10.1% | +12.5% | -2.4% | +5.1% |
| 3Y | +9.5% | +79.2% | -69.6% | -17.9% |
| 5Y | -10.9% | +75.7% | -86.6% | -34.6% |
| All | -10.9% | +75.1% | -86.1% | -34.6% |
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