+28.4%
GARY vs VT
+12.7%
+15.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -2.3% |
| 7D | -5.5% | -0.3% | -5.2% | -5.1% |
| 30D | -10.1% | -1.4% | -8.7% | -8.3% |
| 3M | -3.8% | -1.4% | -2.5% | -2.0% |
| 6M | +9.8% | +5.5% | +4.4% | +3.8% |
| YTD | +28.1% | +12.8% | +15.3% | +12.2% |
| All | +28.4% | +12.7% | +15.7% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling