-83.5%
CWD price history and return analytics
+15.2%
-98.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -3.9% |
| 7D | +5.6% | -0.3% | +5.9% | +6.2% |
| 30D | -18.3% | -1.4% | -16.8% | -15.7% |
| 3M | -3.5% | -1.4% | -2.1% | -0.2% |
| 6M | -43.9% | +5.5% | -49.4% | -51.9% |
| YTD | -63.8% | +12.8% | -76.6% | -74.0% |
| 1Y | -83.5% | +15.4% | -98.9% | -88.8% |
| All | -83.5% | +15.2% | -98.7% | -88.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling