-98.6%
CWD price history and return analytics
+69.4%
-167.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.2% | -4.2% |
| 7D | -6.8% | -4.2% | -2.6% | -2.6% |
| 30D | -20.5% | -5.8% | -14.7% | -15.4% |
| 3M | -6.8% | -5.2% | -1.5% | -1.2% |
| 6M | -57.7% | +0.1% | -57.8% | -57.4% |
| YTD | -66.8% | +8.2% | -75.0% | -68.2% |
| 1Y | -86.1% | +10.1% | -96.2% | -86.8% |
| All | -98.6% | +69.4% | -167.9% | -99.1% |
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