-21.1%
GWAV vs VOO
+20.9%
-42.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.2% |
| 7D | +11.1% | +0.1% | +11.0% | +10.9% |
| 30D | +47.7% | +0.1% | +47.7% | +47.3% |
| 3M | +48.6% | +2.0% | +46.6% | +46.9% |
| 6M | +32.7% | +13.0% | +19.6% | +18.9% |
| YTD | -0.8% | +13.6% | -14.3% | -10.9% |
| 1Y | -21.1% | +20.1% | -41.2% | -33.1% |
| All | -21.1% | +20.9% | -42.0% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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