+15.8%
VG vs WTW
-4.1%
+19.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.6% | +7.4% | +4.0% |
| 7D | +3.8% | -7.1% | +10.9% | +4.3% |
| 30D | +7.2% | -8.5% | +15.8% | +7.9% |
| 3M | +22.8% | +20.6% | +2.2% | +19.1% |
| 6M | +33.2% | +7.2% | +26.0% | +30.2% |
| YTD | +124.8% | -3.9% | +128.7% | +121.9% |
| 1Y | +15.8% | -3.6% | +19.4% | +15.6% |
| All | +15.8% | -4.1% | +19.9% | +15.6% |
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