+16.1%
VIG vs WTW
+3.0%
+13.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.7% | -0.4% |
| 7D | -0.4% | -2.6% | +2.2% | -0.3% |
| 30D | -1.0% | -1.0% | 0.0% | -0.9% |
| 3M | +2.8% | +29.9% | -27.2% | +2.0% |
| 6M | +8.2% | +10.7% | -2.5% | +8.0% |
| YTD | +11.0% | +2.6% | +8.4% | +11.6% |
| 1Y | +16.1% | +2.8% | +13.4% | +16.6% |
| All | +16.1% | +3.0% | +13.2% | +16.6% |
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