+36.3%
GABC vs VT
+53.4%
-17.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.1% |
| 7D | +2.3% | -2.3% | +4.6% | +3.7% |
| 30D | +3.4% | -5.0% | +8.4% | +6.6% |
| 3M | -0.8% | -4.9% | +4.1% | +2.1% |
| 6M | +16.1% | -1.5% | +17.6% | +16.4% |
| YTD | +30.4% | +8.5% | +22.0% | +22.4% |
| 1Y | +30.6% | +11.4% | +19.3% | +20.3% |
| 3Y | +91.7% | +70.1% | +21.7% | +34.1% |
| All | +36.3% | +53.4% | -17.1% | +2.2% |
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