-77.0%
CWVX price history and return analytics
+19.6%
-96.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -6.3% |
| 7D | -2.6% | -1.1% | -1.5% | +4.7% |
| 30D | -35.4% | -1.0% | -34.4% | -30.0% |
| 3M | -35.5% | +3.2% | -38.6% | -39.9% |
| 6M | -28.2% | +12.5% | -40.7% | -59.5% |
| YTD | -25.8% | +14.1% | -39.9% | -58.1% |
| 1Y | -77.0% | +18.9% | -95.9% | -89.1% |
| All | -77.0% | +19.6% | -96.7% | -89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling