+565.1%
CW price history and return analytics
+221.4%
+343.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | -0.9% | +1.0% | -1.9% | -2.1% |
| 30D | -17.2% | -0.2% | -16.9% | -17.0% |
| 3M | -20.6% | +4.5% | -25.1% | -24.5% |
| 6M | -15.9% | +14.1% | -30.0% | -27.7% |
| YTD | +4.0% | +14.8% | -10.8% | -11.1% |
| 1Y | +18.5% | +21.2% | -2.7% | -4.5% |
| 3Y | +189.2% | +76.6% | +112.6% | +51.4% |
| 5Y | +402.8% | +66.6% | +336.2% | +178.8% |
| 10Y | +565.1% | +222.3% | +342.9% | +64.4% |
| All | +565.1% | +221.4% | +343.7% | +64.4% |
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