+311.5%
CWT vs VOO
+803.9%
-492.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | -2.2% | +3.3% | -5.5% | -4.2% |
| 30D | +7.8% | -2.7% | +10.4% | +9.3% |
| 3M | -0.5% | -1.7% | +1.2% | +0.2% |
| 6M | +15.2% | +3.1% | +12.1% | +12.2% |
| YTD | +17.3% | +11.9% | +5.3% | +7.8% |
| 1Y | +11.8% | +12.1% | -0.3% | +2.6% |
| 3Y | +8.9% | +78.6% | -69.7% | -29.4% |
| 5Y | -11.8% | +73.8% | -85.6% | -42.6% |
| 10Y | +85.4% | +312.3% | -226.9% | -38.5% |
| All | +311.5% | +803.9% | -492.3% | -28.0% |
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