+56.2%
GWW vs VT
+12.5%
+43.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.0% |
| 7D | +5.5% | -0.1% | +5.7% | +5.7% |
| 30D | +14.4% | -3.1% | +17.5% | +16.0% |
| 3M | +13.7% | -3.5% | +17.2% | +15.6% |
| 6M | +20.1% | +0.5% | +19.6% | +19.2% |
| YTD | +47.1% | +10.8% | +36.3% | +36.0% |
| 1Y | +56.2% | +11.9% | +44.3% | +43.8% |
| All | +56.2% | +12.5% | +43.8% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling