+70.4%
GALT vs VT
+74.1%
-3.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.6% | +7.6% | +8.1% |
| 7D | +3.9% | +0.4% | +3.5% | +4.2% |
| 30D | -12.2% | -2.6% | -9.6% | -10.0% |
| 3M | +0.3% | -3.2% | +3.5% | +3.3% |
| 6M | +64.8% | +0.9% | +63.8% | +64.8% |
| YTD | -16.8% | +11.3% | -28.1% | -21.7% |
| 1Y | -33.5% | +14.0% | -47.5% | -38.4% |
| 3Y | +70.4% | +75.8% | -5.4% | +36.2% |
| All | +70.4% | +74.1% | -3.7% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling