+14.9%
VTI vs GWW
+55.5%
-40.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.5% | -5.0% | +0.5% |
| 7D | -0.6% | +11.1% | -11.7% | -2.2% |
| 30D | -1.0% | +15.7% | -16.7% | -3.2% |
| 3M | -0.8% | +14.8% | -15.5% | -3.0% |
| 6M | +7.1% | +30.9% | -23.9% | +1.4% |
| YTD | +13.4% | +48.5% | -35.1% | +4.3% |
| 1Y | +14.9% | +57.1% | -42.2% | +4.5% |
| All | +14.9% | +55.5% | -40.5% | +4.5% |
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