+3,770.7%
GWW vs VO
+821.9%
+2,948.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.2% |
| 7D | -1.5% | +0.6% | -2.2% | -2.0% |
| 30D | +1.1% | -1.1% | +2.2% | +2.0% |
| 3M | -1.0% | +4.5% | -5.5% | -4.7% |
| 6M | +16.3% | +11.1% | +5.2% | +6.3% |
| YTD | +28.5% | +13.5% | +15.0% | +15.4% |
| 1Y | +30.3% | +14.5% | +15.8% | +16.2% |
| 3Y | +91.6% | +58.1% | +33.5% | +30.4% |
| 5Y | +224.0% | +43.3% | +180.7% | +136.7% |
| 10Y | +551.3% | +193.2% | +358.1% | +163.0% |
| All | +3,770.7% | +821.9% | +2,948.8% | +495.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling