-39.3%
VG vs WTW
+6.6%
-46.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | +1.7% | -2.6% | +4.3% | +2.2% |
| 30D | +16.0% | -1.0% | +17.0% | +16.1% |
| 3M | +9.7% | +29.9% | -20.2% | +2.6% |
| 6M | +29.6% | +10.7% | +18.9% | +25.8% |
| YTD | +112.0% | +2.6% | +109.4% | +109.8% |
| 1Y | +12.8% | +2.8% | +10.0% | +11.1% |
| All | -39.3% | +6.6% | -46.0% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling