+349.1%
VT vs GWW
+2,186.4%
-1,837.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.6% |
| 7D | -2.3% | +6.0% | -8.3% | -4.9% |
| 30D | -5.0% | +14.0% | -19.0% | -10.5% |
| 3M | -4.9% | +12.5% | -17.4% | -10.0% |
| 6M | -1.5% | +23.6% | -25.2% | -11.2% |
| YTD | +8.5% | +43.6% | -35.1% | -9.1% |
| 1Y | +11.4% | +52.5% | -41.1% | -9.3% |
| 3Y | +70.1% | +92.6% | -22.5% | +21.9% |
| 5Y | +53.7% | +219.0% | -165.3% | -15.5% |
| 10Y | +220.0% | +713.8% | -493.8% | -2.5% |
| All | +349.1% | +2,186.4% | -1,837.4% | -46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling