+86.5%
CWT price history and return analytics
+224.4%
-137.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.4% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +8.6% | -1.7% | +10.3% | +9.5% |
| 3M | 0.0% | -2.3% | +2.3% | +1.1% |
| 6M | +17.4% | +1.5% | +15.9% | +15.5% |
| YTD | +18.0% | +12.0% | +5.9% | +8.4% |
| 1Y | +10.1% | +12.9% | -2.8% | +0.6% |
| 3Y | +9.5% | +74.9% | -65.4% | -27.4% |
| 5Y | -10.9% | +59.9% | -70.8% | -37.6% |
| 10Y | +86.5% | +224.6% | -138.2% | -33.3% |
| All | +86.5% | +224.4% | -137.9% | -33.3% |
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 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