+51.8%
VG vs WTW
+8.6%
+43.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.0% | -10.7% | -7.7% |
| 7D | -16.4% | +4.9% | -21.3% | -16.5% |
| 30D | -10.8% | +17.1% | -27.9% | -11.8% |
| 3M | -6.3% | -0.3% | -6.0% | -5.9% |
| 6M | -12.5% | +30.7% | -43.2% | -16.3% |
| YTD | +76.9% | +3.7% | +73.2% | +77.2% |
| 1Y | +51.8% | +5.9% | +45.9% | +48.3% |
| All | +51.8% | +8.6% | +43.2% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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