+82.6%
VOO vs GWW
+219.8%
-137.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -2.0% | -3.1% | +1.2% | -0.9% |
| 30D | -1.7% | -2.3% | +0.7% | -0.9% |
| 3M | +4.7% | -3.3% | +8.1% | +5.6% |
| 6M | +12.6% | +15.4% | -2.8% | +6.0% |
| YTD | +11.8% | +26.7% | -15.0% | +1.2% |
| 1Y | +17.5% | +29.0% | -11.4% | +5.5% |
| 3Y | +77.0% | +89.0% | -12.0% | +34.0% |
| 5Y | +82.6% | +221.8% | -139.2% | +8.8% |
| All | +82.6% | +219.8% | -137.2% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 5y: compounded portfolio wealth divided by compounded GWW 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…
5y analysis · Full analysis span regression · 6 months rolling