+561.8%
GWW vs VOO
+325.3%
+236.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.1% |
| 7D | -3.4% | -0.8% | -2.6% | -2.7% |
| 30D | -1.9% | -1.1% | -0.8% | -1.0% |
| 3M | -2.4% | +3.9% | -6.3% | -5.9% |
| 6M | +15.7% | +13.6% | +2.1% | +2.7% |
| YTD | +27.6% | +12.7% | +14.9% | +14.1% |
| 1Y | +27.2% | +17.6% | +9.6% | +9.3% |
| 3Y | +89.7% | +77.3% | +12.4% | +11.0% |
| 5Y | +223.9% | +84.1% | +139.8% | +81.3% |
| All | +561.8% | +325.3% | +236.5% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling