+423.8%
CW price history and return analytics
+217.6%
+206.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | -4.0% | -0.1% | -3.8% | -4.0% |
| 30D | -6.8% | -3.1% | -3.7% | -3.5% |
| 3M | -31.1% | -3.5% | -27.6% | -28.4% |
| 6M | -34.4% | +0.5% | -34.9% | -34.9% |
| YTD | -13.2% | +10.8% | -24.0% | -22.8% |
| 1Y | -18.6% | +11.9% | -30.5% | -28.4% |
| 3Y | +132.0% | +73.0% | +59.0% | +24.5% |
| 5Y | +263.2% | +58.6% | +204.6% | +113.8% |
| 10Y | +423.8% | +219.2% | +204.6% | +36.2% |
| All | +423.8% | +217.6% | +206.2% | +36.2% |
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 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