-18.3%
CWK price history and return analytics
+146.6%
-164.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +0.3% |
| 7D | +1.5% | +0.4% | +1.2% | +1.2% |
| 30D | +25.2% | -2.6% | +27.8% | +30.4% |
| 3M | +5.2% | -3.2% | +8.4% | +10.8% |
| 6M | +2.5% | +0.9% | +1.6% | +0.7% |
| YTD | -10.1% | +11.3% | -21.4% | -23.4% |
| 1Y | -7.5% | +14.0% | -21.5% | -23.9% |
| 3Y | +93.5% | +75.8% | +17.6% | -15.0% |
| 5Y | -24.5% | +57.8% | -82.3% | -60.0% |
| All | -18.3% | +146.6% | -164.9% | -76.5% |
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