+369.9%
CWT price history and return analytics
+357.6%
+12.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -2.6% |
| 7D | +2.0% | +0.4% | +1.7% | +1.7% |
| 30D | +9.9% | -2.6% | +12.5% | +11.3% |
| 3M | +0.6% | -3.2% | +3.8% | +2.2% |
| 6M | +17.8% | +0.9% | +16.9% | +16.4% |
| YTD | +19.1% | +11.3% | +7.8% | +10.3% |
| 1Y | +11.4% | +14.0% | -2.6% | +1.6% |
| 3Y | +9.7% | +75.8% | -66.1% | -24.7% |
| 5Y | -9.8% | +57.8% | -67.7% | -34.5% |
| 10Y | +95.5% | +219.8% | -124.3% | -9.0% |
| All | +369.9% | +357.6% | +12.2% | +68.4% |
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