-11.7%
GWRS vs VOO
+77.4%
-89.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.1% |
| 7D | -2.1% | -0.8% | -1.4% | -1.7% |
| 30D | +14.8% | -1.1% | +15.9% | +15.5% |
| 3M | +25.8% | +3.9% | +22.0% | +23.2% |
| 6M | +18.5% | +13.6% | +4.9% | +10.4% |
| YTD | +5.8% | +12.7% | -7.0% | -1.1% |
| 1Y | -8.9% | +17.6% | -26.5% | -16.7% |
| 3Y | -11.7% | +77.3% | -89.1% | -38.1% |
| All | -11.7% | +77.4% | -89.2% | -38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling