+21.3%
GALT vs VT
+66.2%
-44.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +6.0% | +6.0% |
| 7D | +14.7% | +0.4% | +14.2% | +14.2% |
| 30D | +49.2% | +1.0% | +48.2% | +48.2% |
| 3M | +93.7% | +2.4% | +91.3% | +89.2% |
| 6M | +48.2% | +12.0% | +36.2% | +35.2% |
| YTD | +10.8% | +15.3% | -4.5% | -1.2% |
| 1Y | -1.3% | +22.6% | -23.9% | -16.5% |
| 3Y | +161.9% | +74.7% | +87.3% | +60.9% |
| All | +21.3% | +66.2% | -44.9% | -14.1% |
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