+26.1%
GARY vs VT
+10.6%
+15.5%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | -1.8% | -0.1% | -1.7% | -1.4% |
| 30D | -11.1% | -3.1% | -8.0% | -7.1% |
| 3M | -6.6% | -3.5% | -3.1% | -1.8% |
| 6M | +2.5% | +0.5% | +2.0% | +2.8% |
| YTD | +25.8% | +10.8% | +15.1% | +13.1% |
| All | +26.1% | +10.6% | +15.5% | +13.7% |
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