+312.7%
CWT vs VOO
+800.4%
-487.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | -2.3% | +2.6% | -4.9% | -3.9% |
| 30D | +8.8% | -2.0% | +10.8% | +9.8% |
| 3M | -0.7% | -2.8% | +2.1% | +0.7% |
| 6M | +15.9% | +2.2% | +13.7% | +13.5% |
| YTD | +17.6% | +11.5% | +6.1% | +8.4% |
| 1Y | +11.3% | +13.5% | -2.2% | +1.3% |
| 3Y | +9.9% | +78.1% | -68.2% | -28.7% |
| 5Y | -11.5% | +73.1% | -84.7% | -42.3% |
| 10Y | +85.9% | +310.7% | -224.8% | -38.2% |
| All | +312.7% | +800.4% | -487.8% | -27.6% |
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 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