-28.8%
CWK price history and return analytics
+150.5%
-179.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.9% | -2.4% |
| 7D | -5.9% | -2.0% | -3.9% | -3.0% |
| 30D | -7.8% | -1.4% | -6.4% | -5.6% |
| 3M | -4.1% | +4.7% | -8.8% | -10.8% |
| 6M | +2.8% | +11.4% | -8.6% | -13.0% |
| YTD | -21.7% | +13.1% | -34.7% | -34.9% |
| 1Y | -20.7% | +19.0% | -39.7% | -38.9% |
| 3Y | +42.0% | +73.9% | -32.0% | -36.3% |
| 5Y | -29.7% | +65.4% | -95.1% | -65.3% |
| All | -28.8% | +150.5% | -179.3% | -80.0% |
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