+21.3%
GARY vs VT
+8.4%
+12.9%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | -6.1% | -2.3% | -3.7% | -2.9% |
| 30D | -14.7% | -5.0% | -9.7% | -8.5% |
| 3M | -8.3% | -4.9% | -3.4% | -1.7% |
| 6M | 0.0% | -1.5% | +1.6% | +3.0% |
| YTD | +21.0% | +8.5% | +12.5% | +11.8% |
| All | +21.3% | +8.4% | +12.9% | +12.4% |
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