+63.4%
VSH vs GWW
+55.5%
+7.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.5% | -11.6% | -7.3% |
| 7D | -13.6% | +11.1% | -24.7% | -17.0% |
| 30D | -30.4% | +15.7% | -46.1% | -34.5% |
| 3M | -33.3% | +14.8% | -48.0% | -37.1% |
| 6M | -15.1% | +30.9% | -46.0% | -26.7% |
| YTD | +80.2% | +48.5% | +31.8% | +36.0% |
| 1Y | +63.4% | +57.1% | +6.3% | +15.2% |
| All | +63.4% | +55.5% | +7.9% | +15.2% |
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