-92.0%
CWEB price history and return analytics
+57.0%
-149.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.9% |
| 7D | -15.4% | +2.4% | -17.8% | -21.3% |
| 30D | -13.4% | -1.5% | -11.9% | -11.4% |
| 3M | -29.4% | -4.1% | -25.2% | -22.0% |
| 6M | -47.6% | +0.6% | -48.1% | -50.3% |
| YTD | -60.0% | +11.0% | -71.1% | -71.1% |
| 1Y | -65.8% | +13.3% | -79.2% | -76.8% |
| 3Y | -48.4% | +73.4% | -121.8% | -90.2% |
| All | -92.0% | +57.0% | -149.0% | -97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling