-90.4%
CWEB price history and return analytics
+227.1%
-317.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.8% |
| 7D | -10.8% | -1.1% | -9.7% | -8.3% |
| 30D | -21.0% | -1.0% | -20.0% | -19.1% |
| 3M | -17.1% | +3.2% | -20.2% | -23.6% |
| 6M | -39.3% | +12.5% | -51.8% | -54.4% |
| YTD | -52.9% | +14.1% | -66.9% | -65.5% |
| 1Y | -64.4% | +18.9% | -83.3% | -76.1% |
| 3Y | -44.1% | +74.1% | -118.2% | -84.3% |
| 5Y | -91.2% | +66.9% | -158.0% | -96.6% |
| All | -90.4% | +227.1% | -317.4% | -98.8% |
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