+107.8%
GAA vs VT
+221.0%
-113.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +0.5% |
| 7D | -1.7% | -4.2% | +2.5% | 0.0% |
| 30D | -2.2% | -5.8% | +3.6% | +0.3% |
| 3M | -2.5% | -5.2% | +2.8% | -0.3% |
| 6M | -1.1% | +0.1% | -1.3% | -1.3% |
| YTD | +7.5% | +8.2% | -0.7% | +3.8% |
| 1Y | +11.3% | +10.1% | +1.1% | +6.6% |
| 3Y | +45.4% | +69.7% | -24.2% | +15.6% |
| 5Y | +31.9% | +53.4% | -21.5% | +8.5% |
| 10Y | +103.0% | +219.2% | -116.2% | +21.9% |
| All | +107.8% | +221.0% | -113.2% | +23.6% |
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