-44.1%
CWEB price history and return analytics
+74.2%
-118.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.7% |
| 7D | -10.8% | -1.1% | -9.7% | -8.4% |
| 30D | -21.0% | -1.0% | -20.0% | -19.2% |
| 3M | -17.1% | +3.2% | -20.2% | -23.2% |
| 6M | -39.3% | +12.5% | -51.8% | -53.9% |
| YTD | -52.9% | +14.1% | -66.9% | -65.0% |
| 1Y | -64.4% | +18.9% | -83.3% | -75.7% |
| 3Y | -44.1% | +74.1% | -118.2% | -83.6% |
| All | -44.1% | +74.2% | -118.3% | -83.6% |
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