+125.1%
CW price history and return analytics
+74.5%
+50.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | +9.9% | +2.9% | +7.1% | +6.3% |
| 30D | -5.0% | -2.5% | -2.5% | -2.2% |
| 3M | -34.1% | -3.3% | -30.7% | -31.5% |
| 6M | -35.1% | +1.5% | -36.6% | -36.4% |
| YTD | -13.4% | +11.4% | -24.7% | -24.1% |
| 1Y | -17.3% | +11.9% | -29.2% | -27.8% |
| All | +125.1% | +74.5% | +50.6% | +34.7% |
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