+126.9%
GWRE vs VOO
+325.3%
-198.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.2% |
| 7D | -13.2% | -0.8% | -12.5% | -12.5% |
| 30D | -18.6% | -1.1% | -17.5% | -17.5% |
| 3M | +18.9% | +3.9% | +15.0% | +14.3% |
| 6M | -11.0% | +13.6% | -24.6% | -21.7% |
| YTD | -29.9% | +12.7% | -42.6% | -37.9% |
| 1Y | -44.3% | +17.6% | -61.9% | -52.7% |
| 3Y | +51.7% | +77.3% | -25.6% | -14.9% |
| 5Y | +15.4% | +84.1% | -68.7% | -37.0% |
| All | +126.9% | +325.3% | -198.4% | -46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling