-81.6%
CWVX vs VOO
+23.9%
-105.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.5% | -9.3% | -6.8% |
| 7D | +34.6% | -0.4% | +35.0% | +37.1% |
| 30D | +6.8% | -1.4% | +8.2% | +17.6% |
| 3M | -30.0% | +3.7% | -33.7% | -39.7% |
| 6M | -1.3% | +13.0% | -14.3% | -47.3% |
| YTD | -15.0% | +12.4% | -27.4% | -49.7% |
| 1Y | -67.5% | +18.6% | -86.1% | -83.0% |
| All | -81.6% | +23.9% | -105.5% | -91.2% |
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