+249.2%
GARP vs VT
+122.5%
+126.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.2% | +0.4% | -0.3% | -0.3% |
| 30D | +1.2% | +1.0% | +0.2% | +0.1% |
| 3M | +2.1% | +2.4% | -0.3% | -0.2% |
| 6M | +23.8% | +12.0% | +11.8% | +10.2% |
| YTD | +23.4% | +15.3% | +8.1% | +6.6% |
| 1Y | +34.4% | +22.6% | +11.8% | +9.1% |
| 3Y | +127.4% | +74.7% | +52.7% | +31.2% |
| 5Y | +125.2% | +66.1% | +59.0% | +36.3% |
| All | +249.2% | +122.5% | +126.7% | +76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling