+28.2%
VRT vs GWW
+60.6%
-32.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | +18.6% | +3.7% | +14.9% | +16.9% |
| 30D | -11.7% | +13.6% | -25.2% | -16.6% |
| 3M | -27.3% | +15.4% | -42.6% | -32.0% |
| 6M | -42.9% | +21.8% | -64.7% | -47.7% |
| YTD | +29.5% | +50.0% | -20.6% | +13.6% |
| All | +28.2% | +60.6% | -32.3% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling