+222.6%
GWW vs VO
+42.2%
+180.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.1% |
| 7D | -0.5% | -0.6% | +0.1% | 0.0% |
| 30D | -1.4% | -1.9% | +0.5% | +0.1% |
| 3M | -3.6% | +3.3% | -6.9% | -6.2% |
| 6M | +15.1% | +9.7% | +5.4% | +6.6% |
| YTD | +27.5% | +12.6% | +14.9% | +15.7% |
| 1Y | +29.6% | +13.6% | +16.0% | +16.8% |
| 3Y | +90.1% | +56.8% | +33.3% | +33.6% |
| 5Y | +222.6% | +42.3% | +180.3% | +140.5% |
| All | +222.6% | +42.2% | +180.4% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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