+1,079.5%
CW price history and return analytics
+355.4%
+724.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.7% |
| 3M | -31.1% | -3.5% | -27.6% | -28.6% |
| 6M | -34.4% | +0.5% | -34.9% | -34.8% |
| YTD | -13.2% | +10.8% | -24.0% | -22.1% |
| 1Y | -18.6% | +11.9% | -30.5% | -27.6% |
| 3Y | +132.0% | +73.0% | +59.0% | +30.2% |
| 5Y | +263.2% | +58.6% | +204.6% | +120.0% |
| 10Y | +423.8% | +219.2% | +204.6% | +57.4% |
| All | +1,079.5% | +355.4% | +724.0% | +150.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling