-8.6%
G vs VT
+59.8%
-68.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.4% |
| 7D | +6.9% | -0.7% | +7.6% | +7.3% |
| 30D | +26.9% | -1.7% | +28.7% | +28.2% |
| 3M | +29.1% | -2.3% | +31.4% | +30.8% |
| 6M | +40.9% | +1.5% | +39.3% | +37.6% |
| YTD | -5.3% | +12.0% | -17.3% | -14.9% |
| 1Y | -1.3% | +12.9% | -14.2% | -11.9% |
| 3Y | +41.6% | +74.9% | -33.4% | -14.6% |
| 5Y | -8.6% | +59.9% | -68.5% | -37.3% |
| All | -8.6% | +59.8% | -68.3% | -37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling