-92.5%
CWVX vs VT
+13.3%
-105.8%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | 0.0% | +13.7% | +13.5% |
| 7D | -21.4% | -1.6% | -19.8% | -10.0% |
| 30D | -68.6% | -2.5% | -66.1% | -58.8% |
| 3M | -69.7% | -1.3% | -68.4% | -62.0% |
| 6M | -88.2% | +3.1% | -91.3% | -87.5% |
| YTD | -77.0% | +10.9% | -87.9% | -83.6% |
| All | -92.5% | +13.3% | -105.8% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling