+3,967.8%
GWW vs ITOT
+885.8%
+3,082.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -0.5% | -0.4% | -0.1% | -0.1% |
| 30D | -1.4% | -1.6% | +0.1% | -0.1% |
| 3M | -3.6% | +3.5% | -7.2% | -6.8% |
| 6M | +15.1% | +13.1% | +2.0% | +2.6% |
| YTD | +27.5% | +12.7% | +14.8% | +14.0% |
| 1Y | +29.6% | +18.3% | +11.3% | +10.9% |
| 3Y | +90.1% | +76.4% | +13.7% | +12.4% |
| 5Y | +222.6% | +73.8% | +148.9% | +91.0% |
| 10Y | +566.5% | +301.2% | +265.3% | +83.1% |
| All | +3,967.8% | +885.8% | +3,082.0% | +377.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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