-98.6%
CWD price history and return analytics
+74.4%
-173.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.2% |
| 7D | -10.7% | -0.1% | -10.5% | -10.5% |
| 30D | -21.6% | -3.1% | -18.6% | -19.2% |
| 3M | -20.6% | -3.5% | -17.1% | -17.6% |
| 6M | -59.8% | +0.5% | -60.2% | -59.7% |
| YTD | -67.6% | +10.8% | -78.4% | -69.7% |
| 1Y | -86.6% | +11.9% | -98.5% | -87.5% |
| 3Y | -98.6% | +73.0% | -171.6% | -98.9% |
| All | -98.6% | +74.4% | -173.0% | -98.9% |
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