-96.4%
CWVX vs VT
+19.8%
-116.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.4% | +10.2% |
| 7D | -32.2% | -2.3% | -29.9% | -23.2% |
| 30D | -76.6% | -5.0% | -71.7% | -65.3% |
| 3M | -77.7% | -4.9% | -72.8% | -66.3% |
| 6M | -93.6% | -1.5% | -92.1% | -91.3% |
| YTD | -83.4% | +8.5% | -91.8% | -85.6% |
| 1Y | -93.7% | +11.4% | -105.1% | -95.0% |
| All | -96.4% | +19.8% | -116.2% | -97.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling