-67.4%
CWH price history and return analytics
+223.7%
-291.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -2.8% |
| 7D | -12.7% | +0.4% | -13.1% | -13.1% |
| 30D | +3.1% | -2.6% | +5.7% | +8.0% |
| 3M | -26.1% | -3.2% | -22.9% | -21.6% |
| 6M | -37.7% | +0.9% | -38.6% | -38.1% |
| YTD | -52.0% | +11.3% | -63.3% | -59.1% |
| 1Y | -62.2% | +14.0% | -76.2% | -69.1% |
| 3Y | -72.9% | +75.8% | -148.7% | -88.8% |
| 5Y | -86.3% | +57.8% | -144.1% | -93.1% |
| 10Y | -67.4% | +219.8% | -287.2% | -93.2% |
| All | -67.4% | +223.7% | -291.1% | -93.2% |
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 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