-81.6%
CWVX vs VT
+25.9%
-107.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.6% | -9.2% | -5.8% |
| 7D | +34.6% | -0.1% | +34.8% | +35.6% |
| 30D | +6.8% | -0.7% | +7.5% | +13.8% |
| 3M | -30.0% | +4.0% | -34.0% | -38.0% |
| 6M | -1.3% | +12.3% | -13.6% | -42.4% |
| YTD | -15.0% | +14.0% | -29.0% | -50.0% |
| 1Y | -67.5% | +20.3% | -87.8% | -83.7% |
| All | -81.6% | +25.9% | -107.5% | -91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling