-99.7%
CWD price history and return analytics
+79.9%
-179.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -2.1% |
| 7D | -11.4% | -0.7% | -10.7% | -10.7% |
| 30D | -17.4% | -1.7% | -15.7% | -16.0% |
| 3M | -28.7% | -2.3% | -26.4% | -26.8% |
| 6M | -60.6% | +1.5% | -62.1% | -61.0% |
| YTD | -67.9% | +12.0% | -79.9% | -70.4% |
| 1Y | -86.9% | +12.9% | -99.7% | -87.9% |
| 3Y | -98.6% | +74.9% | -173.5% | -99.0% |
| All | -99.7% | +79.9% | -179.6% | -99.8% |
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 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