+83.4%
GWRS price history and return analytics
+239.0%
-155.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.4% |
| 7D | -2.1% | -1.1% | -1.0% | -1.3% |
| 30D | +14.8% | -1.0% | +15.8% | +15.7% |
| 3M | +25.8% | +3.2% | +22.7% | +22.4% |
| 6M | +18.5% | +12.5% | +6.0% | +7.2% |
| YTD | +5.8% | +14.1% | -8.3% | -5.4% |
| 1Y | -8.9% | +18.9% | -27.8% | -21.2% |
| 3Y | -11.7% | +74.1% | -85.8% | -44.5% |
| 5Y | -50.2% | +66.9% | -117.0% | -67.9% |
| 10Y | +47.5% | +228.3% | -180.8% | -43.2% |
| All | +83.4% | +239.0% | -155.6% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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