+314.1%
CWT vs VOO
+817.1%
-503.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +1.3% | +0.1% | +1.2% | +1.2% |
| 3M | +11.3% | +2.0% | +9.3% | +9.6% |
| 6M | +8.0% | +13.0% | -5.0% | -0.8% |
| YTD | +18.0% | +13.6% | +4.4% | +7.9% |
| 1Y | +10.2% | +20.1% | -9.8% | -3.1% |
| 3Y | +7.8% | +77.6% | -69.8% | -29.5% |
| 5Y | -13.3% | +82.4% | -95.7% | -45.4% |
| 10Y | +96.8% | +316.8% | -220.1% | -34.9% |
| All | +314.1% | +817.1% | -503.0% | -27.9% |
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