+55.1%
VO vs WTW
+61.8%
-6.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.5% | -1.0% |
| 7D | -2.5% | -7.8% | +5.3% | -1.3% |
| 30D | -3.2% | -7.9% | +4.6% | -2.1% |
| 3M | +3.9% | +19.9% | -16.0% | +0.8% |
| 6M | +9.6% | +9.8% | -0.2% | +7.8% |
| YTD | +11.6% | -3.3% | +14.9% | +12.5% |
| 1Y | +12.6% | -3.3% | +15.9% | +13.4% |
| All | +55.1% | +61.8% | -6.7% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling