-83.9%
CWVX vs VOO
+24.2%
-108.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -6.1% |
| 7D | -2.6% | -0.8% | -1.8% | +2.2% |
| 30D | -35.4% | -1.1% | -34.3% | -30.4% |
| 3M | -35.5% | +3.9% | -39.4% | -44.7% |
| 6M | -28.2% | +13.6% | -41.8% | -62.8% |
| YTD | -25.8% | +12.7% | -38.5% | -56.7% |
| 1Y | -77.0% | +17.6% | -94.6% | -87.7% |
| All | -83.9% | +24.2% | -108.1% | -92.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling