+14.6%
GALT vs VT
+57.5%
-43.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | +0.9% | -0.1% | +1.0% | +1.7% |
| 30D | -14.2% | -3.1% | -11.2% | -11.4% |
| 3M | +8.3% | -3.5% | +11.8% | +12.5% |
| 6M | +61.0% | +0.5% | +60.5% | +61.3% |
| YTD | -18.7% | +10.8% | -29.5% | -24.4% |
| 1Y | -35.0% | +11.9% | -46.9% | -40.3% |
| 3Y | +61.0% | +73.0% | -12.0% | +0.5% |
| 5Y | +14.6% | +58.6% | -44.0% | -15.2% |
| All | +14.6% | +57.5% | -43.0% | -15.2% |
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