+639.5%
VOO vs GWRE
+736.4%
-96.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | -2.0% | -30.9% | +29.0% | +5.1% |
| 30D | -1.7% | -20.7% | +19.0% | +2.2% |
| 3M | +4.7% | +20.2% | -15.4% | -1.3% |
| 6M | +12.6% | -11.9% | +24.4% | +12.0% |
| YTD | +11.8% | -30.3% | +42.1% | +16.6% |
| 1Y | +17.5% | -44.6% | +62.2% | +29.3% |
| 3Y | +77.0% | +48.8% | +28.2% | +47.8% |
| 5Y | +82.6% | +14.8% | +67.8% | +58.1% |
| 10Y | +320.0% | +128.1% | +191.9% | +209.1% |
| All | +639.5% | +736.4% | -96.9% | +382.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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