-69.7%
CWH price history and return analytics
+218.0%
-287.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | -0.2% |
| 7D | -17.7% | -0.7% | -17.0% | -16.7% |
| 30D | -1.8% | -1.7% | 0.0% | +1.4% |
| 3M | -29.7% | -2.3% | -27.3% | -26.5% |
| 6M | -34.0% | +1.5% | -35.5% | -35.1% |
| YTD | -54.2% | +12.0% | -66.2% | -61.4% |
| 1Y | -60.9% | +12.9% | -73.8% | -67.4% |
| 3Y | -74.6% | +74.9% | -149.5% | -89.4% |
| 5Y | -86.8% | +59.9% | -146.7% | -93.5% |
| 10Y | -71.6% | +224.6% | -296.3% | -94.1% |
| All | -69.7% | +218.0% | -287.6% | -93.3% |
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