+26.1%
GAB vs VT
+53.4%
-27.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.8% |
| 7D | +1.2% | -2.3% | +3.5% | +2.9% |
| 30D | +1.0% | -5.0% | +5.9% | +4.8% |
| 3M | -4.6% | -4.9% | +0.2% | -1.0% |
| 6M | -3.6% | -1.5% | -2.0% | -2.6% |
| YTD | -6.8% | +8.5% | -15.3% | -12.7% |
| 1Y | -1.8% | +11.4% | -13.1% | -9.9% |
| 3Y | +47.3% | +70.1% | -22.8% | -3.0% |
| All | +26.1% | +53.4% | -27.3% | -12.0% |
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