+199.0%
CWS price history and return analytics
+229.3%
-30.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.9% | +0.4% | -1.3% | -1.2% |
| 30D | -2.0% | +1.0% | -3.0% | -2.8% |
| 3M | +4.7% | +2.4% | +2.3% | +2.6% |
| 6M | +2.5% | +12.0% | -9.6% | -6.7% |
| YTD | +4.0% | +15.3% | -11.4% | -7.5% |
| 1Y | +4.1% | +22.6% | -18.5% | -11.8% |
| 3Y | +30.5% | +74.7% | -44.2% | -16.9% |
| 5Y | +47.9% | +66.1% | -18.2% | -2.6% |
| All | +199.0% | +229.3% | -30.4% | +14.9% |
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