+403.0%
GAIN vs VT
+220.7%
+182.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | -1.0% | -3.1% | +2.0% | +1.4% |
| 3M | -6.8% | -3.5% | -3.3% | -4.2% |
| 6M | -7.1% | +0.5% | -7.6% | -7.8% |
| YTD | +13.3% | +10.8% | +2.5% | +3.6% |
| 1Y | +15.4% | +11.9% | +3.5% | +4.5% |
| 3Y | +46.7% | +73.0% | -26.3% | -8.1% |
| 5Y | +59.6% | +58.6% | +1.0% | +6.9% |
| All | +403.0% | +220.7% | +182.3% | +94.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling