+222.5%
GWW vs VO
+36.2%
+186.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +3.6% | +3.1% | +0.5% | +1.0% |
| 30D | +12.1% | +2.2% | +9.9% | +10.2% |
| 3M | +12.9% | -2.5% | +15.4% | +15.1% |
| 6M | +19.3% | +7.0% | +12.4% | +12.8% |
| YTD | +48.7% | +14.0% | +34.7% | +33.6% |
| 1Y | +60.5% | +15.6% | +44.9% | +42.6% |
| 3Y | +93.3% | +66.2% | +27.1% | +29.9% |
| All | +222.5% | +36.2% | +186.3% | +147.6% |
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