+183.3%
GWX price history and return analytics
+364.8%
-181.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.5% |
| 7D | -1.6% | -2.0% | +0.4% | +0.2% |
| 30D | 0.0% | -1.4% | +1.4% | +1.3% |
| 3M | +6.0% | +4.7% | +1.3% | +1.8% |
| 6M | +5.7% | +11.4% | -5.6% | -3.8% |
| YTD | +13.8% | +13.1% | +0.7% | +2.1% |
| 1Y | +18.6% | +19.0% | -0.4% | +1.6% |
| 3Y | +65.2% | +73.9% | -8.7% | +0.1% |
| 5Y | +32.2% | +65.4% | -33.2% | -16.4% |
| 10Y | +107.1% | +225.4% | -118.3% | -29.0% |
| All | +183.3% | +364.8% | -181.5% | -32.4% |
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