-89.8%
CWEB price history and return analytics
+229.1%
-318.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.0% |
| 7D | -2.7% | +1.0% | -3.8% | -5.1% |
| 30D | -22.3% | -0.2% | -22.1% | -22.0% |
| 3M | -8.7% | +4.5% | -13.2% | -19.0% |
| 6M | -32.4% | +14.1% | -46.5% | -50.9% |
| YTD | -49.9% | +14.8% | -64.7% | -63.9% |
| 1Y | -58.8% | +21.2% | -80.0% | -73.7% |
| 3Y | -38.5% | +76.6% | -115.0% | -83.3% |
| 5Y | -91.0% | +66.6% | -157.6% | -96.5% |
| All | -89.8% | +229.1% | -318.8% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling