+225.5%
GWW vs VEU
+55.0%
+170.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.4% | +0.1% |
| 7D | -3.4% | -1.4% | -1.9% | -2.6% |
| 30D | -1.9% | -0.4% | -1.5% | -1.7% |
| 3M | -2.4% | +2.5% | -4.9% | -3.9% |
| 6M | +15.7% | +11.1% | +4.6% | +8.2% |
| YTD | +27.6% | +16.5% | +11.1% | +15.8% |
| 1Y | +27.2% | +22.9% | +4.3% | +11.7% |
| 3Y | +89.7% | +73.4% | +16.3% | +34.5% |
| All | +225.5% | +55.0% | +170.5% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling