-58.7%
CWVX vs VT
+21.4%
-80.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.7% | -0.5% | +24.2% | +26.9% |
| 7D | +45.9% | +1.0% | +44.8% | +35.9% |
| 30D | +12.4% | -0.2% | +12.6% | +16.2% |
| 3M | -28.5% | +4.5% | -33.0% | -39.3% |
| 6M | +13.6% | +14.1% | -0.4% | -42.1% |
| YTD | -5.8% | +14.8% | -20.5% | -48.5% |
| 1Y | -58.7% | +21.2% | -79.9% | -79.6% |
| All | -58.7% | +21.4% | -80.1% | -79.6% |
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